EverSource Wealth Advisors’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5K | Sell |
1,362
-950
| -41% | -$23.3K | ﹤0.01% | 1895 |
|
|
2025
Q1 | $48.7K | Sell |
2,312
-10,153
| -81% | -$214K | ﹤0.01% | 1256 |
|
|
2024
Q4 | $429K | Sell |
12,465
-6,999
| -36% | -$241K | 0.02% | 407 |
|
|
2024
Q3 | $472K | Sell |
19,464
-10,161
| -34% | -$246K | 0.03% | 340 |
|
|
2024
Q2 | $792K | Sell |
29,625
-2,321
| -7% | -$62.1K | 0.05% | 246 |
|
|
2024
Q1 | $720K | Buy |
31,946
+31,302
| +4,861% | +$705K | 0.06% | 225 |
|
|
2023
Q4 | $18.5K | Hold |
644
| – | – | ﹤0.01% | 1269 |
|
|
2023
Q3 | $16.4K | Hold |
644
| – | – | ﹤0.01% | 1203 |
|
|
2023
Q2 | $23.5K | Hold |
644
| – | – | ﹤0.01% | 1090 |
|
|
2023
Q1 | $21.6K | Buy |
644
+126
| +24% | +$4.23K | ﹤0.01% | 1058 |
|
|
2022
Q4 | $5.8K | Buy |
+518
| New | +$5.8K | ﹤0.01% | 1544 |
|
|
2022
Q2 | – | Sell |
-69
| Closed | -$2K | – | 1701 |
|
|
2022
Q1 | $2K | Hold |
69
| – | – | ﹤0.01% | 1487 |
|
|
2021
Q4 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 1496 |
|