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Global Retirement Partners’s C3.ai AI Stock Holding History

Global Retirement Partners’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$18.8K Buy
1,392
+40
+3% +$638 ﹤0.01% 2896
2025
Q3 		$23.4K Buy
1,352
+749
+124% +$15.6K ﹤0.01% 2325
2025
Q2 		$14.8K Buy
+603
New +$13.8K ﹤0.01% 2422
2024
Q4 		$38.4K Buy
1,115
+1,014
+1,004% +$31.5K ﹤0.01% 1752
2024
Q3 		$2.45K Sell
101
-160
-61% -$4.07K ﹤0.01% 2871
2024
Q2 		$7.56K Sell
261
-100
-28% -$2.57K ﹤0.01% 2435
2024
Q1 		$9.77K Sell
361
-30
-8% -$842 ﹤0.01% 2136
2023
Q4 		$9.8K Buy
391
+171
+78% +$4.71K ﹤0.01% 2073
2023
Q3 		$5.3K Hold
220
– – ﹤0.01% 2174
2023
Q2 		$8.02K Hold
220
– – ﹤0.01% 2042
2023
Q1 		$3.83K Buy
220
+50
+29% +$1.02K ﹤0.01% 2262
2022
Q4 		$1.9K Hold
170
– – ﹤0.01% 2380
2022
Q3 		$2K Hold
170
– – ﹤0.01% 2192
2022
Q2 		$3K Hold
170
– – ﹤0.01% 2021
2022
Q1 		$3K Buy
+170
New +$4.09K ﹤0.01% 2020
2021
Q4 		– Sell
-15
Closed -$1K – 290
2021
Q3 		$1K Hold
15
– – ﹤0.01% 1872
2021
Q2 		$1K Buy
+15
New +$932 ﹤0.01% 1777
2021
Q1 		– Sell
-100
Closed -$14K – 1767
2020
Q4 		$14K Buy
+100
New +$13.4K ﹤0.01% 1149

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