Creative Planning’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 | $2.1M | Buy |
85,359
+11,894
| +16% | +$292K | ﹤0.01% | 1274 |
|
|
2025
Q1 | $1.55M | Buy |
73,465
+18,955
| +35% | +$399K | ﹤0.01% | 1373 |
|
|
2024
Q4 | $1.88M | Sell |
54,510
-2,063
| -4% | -$71K | ﹤0.01% | 1165 |
|
|
2024
Q3 | $1.37M | Buy |
56,573
+3,712
| +7% | +$89.9K | ﹤0.01% | 1293 |
|
|
2024
Q2 | $1.53M | Buy |
52,861
+9,986
| +23% | +$289K | ﹤0.01% | 1128 |
|
|
2024
Q1 | $1.16M | Buy |
42,875
+7,516
| +21% | +$203K | ﹤0.01% | 1233 |
|
|
2023
Q4 | $1.02M | Buy |
35,359
+8,915
| +34% | +$256K | ﹤0.01% | 1218 |
|
|
2023
Q3 | $675K | Sell |
26,444
-2,371
| -8% | -$60.5K | ﹤0.01% | 1363 |
|
|
2023
Q2 | $1.05M | Sell |
28,815
-7,741
| -21% | -$282K | ﹤0.01% | 1101 |
|
|
2023
Q1 | $1.23M | Sell |
36,556
-7,592
| -17% | -$255K | ﹤0.01% | 968 |
|
|
2022
Q4 | $494K | Buy |
44,148
+29,345
| +198% | +$328K | ﹤0.01% | 1433 |
|
|
2022
Q3 | $185K | Sell |
14,803
-3,885
| -21% | -$48.6K | ﹤0.01% | 1920 |
|
|
2022
Q2 | $341K | Sell |
18,688
-41,920
| -69% | -$765K | ﹤0.01% | 1525 |
|
|
2022
Q1 | $1.38M | Buy |
60,608
+49,110
| +427% | +$1.11M | ﹤0.01% | 851 |
|
|
2021
Q4 | $359K | Sell |
11,498
-505
| -4% | -$15.8K | ﹤0.01% | 1501 |
|
|
2021
Q3 | $556K | Buy |
12,003
+1,889
| +19% | +$87.5K | ﹤0.01% | 1229 |
|
|
2021
Q2 | $632K | Buy |
10,114
+2,688
| +36% | +$168K | ﹤0.01% | 1151 |
|
|
2021
Q1 | $489K | Buy |
7,426
+4,023
| +118% | +$265K | ﹤0.01% | 1434 |
|
|
2020
Q4 | $472K | Buy |
+3,403
| New | +$472K | ﹤0.01% | 1334 |
|