Heritage Wealth Advisors’s C3.ai AI Stock Holding History

Heritage Wealth Advisors’s Portfolio AI Stock Details AI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$52	Hold
2025 Q2	$74	Hold
2025 Q1	$63	Hold
2024 Q4	$103	Hold
2024 Q3	$73	Hold
2024 Q2	$87	Hold
2024 Q1	$81	Hold
2023 Q4	$86	Buy