Great Valley Advisor Group’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Buy |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $465K | Sell |
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|
2024
Q3 | $329K | Hold |
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|
2024
Q2 | $394K | Sell |
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $354K | Buy |
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