Kingsview Wealth Management’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
8,998
-722
| -7% | -$17.7K | ﹤0.01% | 1068 |
|
|
2025
Q1 | $205K | Buy |
9,720
+57
| +0.6% | +$1.2K | ﹤0.01% | 1034 |
|
|
2024
Q4 | $333K | Buy |
9,663
+906
| +10% | +$31.2K | 0.01% | 858 |
|
|
2024
Q3 | $212K | Buy |
8,757
+1,532
| +21% | +$37.1K | ﹤0.01% | 1019 |
|
|
2024
Q2 | $209K | Sell |
7,225
-8,230
| -53% | -$238K | ﹤0.01% | 972 |
|
|
2024
Q1 | $418K | Sell |
15,455
-281
| -2% | -$7.61K | 0.01% | 716 |
|
|
2023
Q4 | $452K | Buy |
+15,736
| New | +$452K | 0.01% | 658 |
|
|
2023
Q3 | – | Sell |
-6,122
| Closed | -$223K | – | 928 |
|
|
2023
Q2 | $223K | Sell |
6,122
-791
| -11% | -$28.8K | 0.01% | 828 |
|
|
2023
Q1 | $232K | Buy |
+6,913
| New | +$232K | 0.01% | 791 |
|