Montag & Associates’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	$20.6K	Sell	839 -106	-11%	-$2.61K	﹤0.01%	676
2025 Q1	$19.9K	Buy	+945	New	+$19.9K	﹤0.01%	720