Mission 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 | – | Sell |
-11,455
| Closed | -$241K | – | 648 |
|
|
2025
Q1 | $241K | Sell |
11,455
-928
| -7% | -$19.5K | 0.01% | 568 |
|
|
2024
Q4 | $426K | Sell |
12,383
-3,162
| -20% | -$109K | 0.01% | 441 |
|
|
2024
Q3 | $377K | Buy |
15,545
+5
| +0% | +$121 | 0.01% | 478 |
|
|
2024
Q2 | $450K | Buy |
15,540
+10
| +0.1% | +$290 | 0.01% | 412 |
|
|
2024
Q1 | $420K | Buy |
15,530
+55
| +0.4% | +$1.49K | 0.01% | 449 |
|
|
2023
Q4 | $444K | Sell |
15,475
-1,500
| -9% | -$43.1K | 0.01% | 379 |
|
|
2023
Q3 | $433K | Sell |
16,975
-25
| -0.1% | -$638 | 0.02% | 354 |
|
|
2023
Q2 | $619K | Buy |
+17,000
| New | +$619K | 0.02% | 292 |
|