Corient Private Wealth’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
13,914
+875
| +7% | +$21.5K | ﹤0.01% | 2006 |
|
|
2025
Q1 | $274K | Sell |
13,039
-10,332
| -44% | -$217K | ﹤0.01% | 1898 |
|
|
2024
Q4 | $805K | Buy |
23,371
+555
| +2% | +$19.1K | ﹤0.01% | 1402 |
|
|
2024
Q3 | $553K | Sell |
22,816
-7,522
| -25% | -$182K | ﹤0.01% | 1659 |
|
|
2024
Q2 | $879K | Buy |
30,338
+7,062
| +30% | +$205K | ﹤0.01% | 1370 |
|
|
2024
Q1 | $630K | Sell |
23,276
-6,176
| -21% | -$167K | ﹤0.01% | 1508 |
|
|
2023
Q4 | $846K | Buy |
29,452
+2,640
| +10% | +$75.8K | ﹤0.01% | 1347 |
|
|
2023
Q3 | $684K | Buy |
26,812
+308
| +1% | +$7.86K | ﹤0.01% | 1326 |
|
|
2023
Q2 | $966K | Sell |
26,504
-203
| -0.8% | -$7.4K | ﹤0.01% | 1163 |
|
|
2023
Q1 | $897K | Buy |
26,707
+15,657
| +142% | +$526K | ﹤0.01% | 1128 |
|
|
2022
Q4 | $124K | Buy |
+11,050
| New | +$124K | ﹤0.01% | 1542 |
|