Kingswood Wealth Advisors’s C3.ai AI Stock Holding History

Kingswood Wealth Advisors’s Portfolio AI Stock Details AI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$487K	Buy
2025 Q1	$329K	Sell
2024 Q4	$633K	Buy
2024 Q3	–	Sell
2024 Q2	$266K	Sell
2024 Q1	$275K	Buy