Global Retirement Partners’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 | $14.8K | Buy |
+603
| New | +$14.8K | ﹤0.01% | 2422 |
|
|
2024
Q4 | $38.4K | Buy |
1,115
+1,014
| +1,004% | +$34.9K | ﹤0.01% | 1752 |
|
|
2024
Q3 | $2.45K | Sell |
101
-160
| -61% | -$3.88K | ﹤0.01% | 2866 |
|
|
2024
Q2 | $7.56K | Sell |
261
-100
| -28% | -$2.9K | ﹤0.01% | 2433 |
|
|
2024
Q1 | $9.77K | Sell |
361
-30
| -8% | -$812 | ﹤0.01% | 2136 |
|
|
2023
Q4 | $9.8K | Buy |
391
+171
| +78% | +$4.29K | ﹤0.01% | 2073 |
|
|
2023
Q3 | $5.3K | Hold |
220
| – | – | ﹤0.01% | 2175 |
|
|
2023
Q2 | $8.02K | Hold |
220
| – | – | ﹤0.01% | 2041 |
|
|
2023
Q1 | $3.83K | Buy |
220
+50
| +29% | +$870 | ﹤0.01% | 2261 |
|
|
2022
Q4 | $1.9K | Hold |
170
| – | – | ﹤0.01% | 2379 |
|
|
2022
Q3 | $2K | Hold |
170
| – | – | ﹤0.01% | 2190 |
|
|
2022
Q2 | $3K | Hold |
170
| – | – | ﹤0.01% | 2019 |
|
|
2022
Q1 | $3K | Buy |
+170
| New | +$3K | ﹤0.01% | 2017 |
|
|
2021
Q4 | – | Sell |
-15
| Closed | -$1K | – | 290 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1871 |
|
|
2021
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1774 |
|
|
2021
Q1 | – | Sell |
-100
| Closed | -$14K | – | 1761 |
|
|
2020
Q4 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 1148 |
|