Integrated Wealth Concepts’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 | $283K | Buy |
+11,511
| New | +$283K | ﹤0.01% | 1582 |
|
|
2025
Q1 | – | Sell |
-7,649
| Closed | -$263K | – | 1737 |
|
|
2024
Q4 | $263K | Buy |
+7,649
| New | +$263K | ﹤0.01% | 1441 |
|
|
2024
Q3 | – | Sell |
-8,080
| Closed | -$234K | – | 1672 |
|
|
2024
Q2 | $234K | Sell |
8,080
-1,046
| -11% | -$30.3K | ﹤0.01% | 1455 |
|
|
2024
Q1 | $247K | Buy |
9,126
+1,286
| +16% | +$34.8K | ﹤0.01% | 1422 |
|
|
2023
Q4 | $225K | Sell |
7,840
-1,535
| -16% | -$44.1K | ﹤0.01% | 1408 |
|
|
2023
Q3 | $239K | Buy |
9,375
+2,251
| +32% | +$57.4K | ﹤0.01% | 1336 |
|
|
2023
Q2 | $260K | Buy |
+7,124
| New | +$260K | ﹤0.01% | 1299 |
|