EP Wealth Advisors’s C3.ai AI Stock Holding History

EP Wealth Advisors’s Portfolio AI Stock Details AI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$353K	Sell
2024 Q3	$263K	Sell
2024 Q2	$314K	Buy
2024 Q1	$277K	Buy
2023 Q4	$277K	Buy
2023 Q3	$230K	Buy
2023 Q2	$332K	Hold
2023 Q1	$272K	Buy