JWM
Jupiter Wealth Management’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,000
| Closed | -$116K | – | 91 |
|
|
2025
Q1 | $116K | Sell |
5,000
-6,250
| -56% | -$145K | 0.07% | 67 |
|
|
2024
Q4 | $387K | Buy |
+11,250
| New | +$387K | 0.19% | 72 |
|
|
2022
Q1 | – | Sell |
-8,000
| Closed | -$250K | – | 81 |
|
|
2021
Q4 | $250K | Buy |
+8,000
| New | +$250K | 0.13% | 77 |
|