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Global Financial Private Client’s C3.ai AI Stock Holding History

Global Financial Private Client’s Portfolio AI Stock Details AI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$34 – 1671
2024
Q4 		$34 Buy
+1
New +$34 ﹤0.01% 1620
2023
Q4 		– Sell
-750
Closed -$18.5K – 690
2023
Q3 		$18.5K Buy
+750
New +$18.5K 0.01% 378