Forum Financial Management’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 | $362K | Buy |
14,732
+3,567
| +32% | +$87.6K | 0.01% | 555 |
|
|
2025
Q1 | $235K | Sell |
11,165
-276
| -2% | -$5.81K | ﹤0.01% | 726 |
|
|
2024
Q4 | $394K | Sell |
11,441
-3,043
| -21% | -$105K | 0.01% | 485 |
|
|
2024
Q3 | $351K | Buy |
14,484
+1,591
| +12% | +$38.6K | 0.01% | 450 |
|
|
2024
Q2 | $373K | Buy |
12,893
+539
| +4% | +$15.6K | 0.01% | 406 |
|
|
2024
Q1 | $334K | Sell |
12,354
-9,669
| -44% | -$262K | 0.01% | 454 |
|
|
2023
Q4 | $632K | Buy |
22,023
+1,230
| +6% | +$35.3K | 0.01% | 237 |
|
|
2023
Q3 | $531K | Buy |
20,793
+1,957
| +10% | +$49.9K | 0.01% | 269 |
|
|
2023
Q2 | $686K | Buy |
+18,836
| New | +$686K | 0.02% | 224 |
|