Heritage Wealth Advisors’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 | $74 | Hold |
3
| – | – | ﹤0.01% | 561 |
|
|
2025
Q1 | $63 | Hold |
3
| – | – | ﹤0.01% | 564 |
|
|
2024
Q4 | $103 | Hold |
3
| – | – | ﹤0.01% | 615 |
|
|
2024
Q3 | $73 | Hold |
3
| – | – | ﹤0.01% | 613 |
|
|
2024
Q2 | $87 | Hold |
3
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $81 | Hold |
3
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $86 | Buy |
+3
| New | +$86 | ﹤0.01% | 540 |
|