Meridian Wealth Management’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 | $681K | Sell |
27,729
-33,040
| -54% | -$812K | 0.03% | 388 |
|
|
2025
Q1 | $1.28M | Buy |
60,769
+34,215
| +129% | +$720K | 0.06% | 240 |
|
|
2024
Q4 | $914K | Buy |
+26,554
| New | +$914K | 0.04% | 302 |
|
|
2024
Q1 | – | Sell |
-7,255
| Closed | -$208K | – | 206 |
|
|
2023
Q4 | $208K | Buy |
+7,255
| New | +$208K | 0.01% | 566 |
|