JTC Employer Solutions Trustee’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
Sell
-1,029
Closed -$22K 306
2025
Q1
$22K Hold
1,029
﹤0.01% 269
2024
Q4
$36K Hold
1,029
﹤0.01% 257
2024
Q3
$25K Buy
+1,029
New +$25K ﹤0.01% 272