Fortem Financial Group’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 | $272K | Sell |
11,074
-18,620
| -63% | -$457K | 0.09% | 139 |
|
|
2025
Q1 | $625K | Buy |
29,694
+3,293
| +12% | +$69.3K | 0.24% | 106 |
|
|
2024
Q4 | $909K | Sell |
26,401
-2,800
| -10% | -$96.4K | 0.35% | 84 |
|
|
2024
Q3 | $708K | Sell |
29,201
-3,800
| -12% | -$92.1K | 0.29% | 98 |
|
|
2024
Q2 | $956K | Sell |
33,001
-3,900
| -11% | -$113K | 0.41% | 80 |
|
|
2024
Q1 | $999K | Buy |
36,901
+1,500
| +4% | +$40.6K | 0.44% | 76 |
|
|
2023
Q4 | $1.02M | Buy |
35,401
+9,121
| +35% | +$262K | 0.51% | 65 |
|
|
2023
Q3 | $671K | Buy |
26,280
+11,617
| +79% | +$296K | 0.39% | 84 |
|
|
2023
Q2 | $534K | Buy |
+14,663
| New | +$534K | 0.32% | 93 |
|