CIA
Concurrent Investment Advisors’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
10,641
-3,838
| -27% | -$94.3K | 0.01% | 1125 |
|
|
2025
Q1 | $305K | Buy |
14,479
+1,726
| +14% | +$36.3K | 0.01% | 913 |
|
|
2024
Q4 | $439K | Buy |
+12,753
| New | +$439K | 0.01% | 701 |
|
|
2024
Q3 | – | Sell |
-8,071
| Closed | -$234K | – | 1012 |
|
|
2024
Q2 | $234K | Buy |
+8,071
| New | +$234K | 0.01% | 808 |
|