KWA
Kingswood Wealth Advisors’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
19,820
+4,264
| +27% | +$105K | 0.04% | 424 |
|
|
2025
Q1 | $329K | Sell |
15,556
-2,820
| -15% | -$59.7K | 0.03% | 510 |
|
|
2024
Q4 | $633K | Buy |
+18,376
| New | +$633K | 0.05% | 374 |
|
|
2024
Q3 | – | Sell |
-9,181
| Closed | -$266K | – | 665 |
|
|
2024
Q2 | $266K | Sell |
9,181
-995
| -10% | -$28.8K | 0.02% | 558 |
|
|
2024
Q1 | $275K | Buy |
+10,176
| New | +$275K | 0.03% | 505 |
|