Evoke Wealth’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 | $682K | Sell |
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|
2025
Q2 | $994K | Sell |
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|
2025
Q1 | $860K | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $985K | Buy |
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|
2024
Q2 | $559K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $569K | Hold |
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|
2022
Q3 | $635K | Hold |
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|
2022
Q2 | $928K | Hold |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $137K | Sell |
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|
2021
Q2 | $210K | Buy |
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|
2021
Q1 | $144K | Buy |
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|
2020
Q4 | $194K | Buy |
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