Householder Group Estate & Retirement Specialist’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-750
| Closed | -$18K | – | 551 |
|
|
2024
Q3 | $18K | Sell |
750
-175
| -19% | -$4.2K | 0.01% | 706 |
|
|
2024
Q2 | $26K | Buy |
925
+600
| +185% | +$16.9K | 0.01% | 612 |
|
|
2024
Q1 | $8.8K | Hold |
325
| – | – | ﹤0.01% | 839 |
|
|
2023
Q4 | $9K | Buy |
325
+175
| +117% | +$4.85K | ﹤0.01% | 777 |
|
|
2023
Q3 | $3.83K | Buy |
+150
| New | +$3.83K | ﹤0.01% | 981 |
|
|
2023
Q1 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 940 |
|