EverSource Wealth Advisors’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
Q2 | $33.5K | Sell |
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|
2025
Q1 | $48.7K | Sell |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $472K | Sell |
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|
2024
Q2 | $792K | Sell |
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|
2024
Q1 | $720K | Buy |
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|
2023
Q4 | $18.5K | Hold |
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|
2023
Q3 | $16.4K | Hold |
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|
2023
Q2 | $23.5K | Hold |
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|
2023
Q1 | $21.6K | Buy |
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|
2022
Q4 | $5.8K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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