Creative Planning’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.28M | Sell |
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|
2025
Q2 | $2.1M | Buy |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $185K | Sell |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $556K | Buy |
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|
2021
Q2 | $632K | Buy |
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|
2021
Q1 | $489K | Buy |
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|
2020
Q4 | $472K | Buy |
|