NewEdge Advisors’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 | $60.2K | Buy |
2,452
+10
| +0.4% | +$246 | ﹤0.01% | 2602 |
|
|
2025
Q1 | $51.4K | Buy |
2,442
+800
| +49% | +$16.8K | ﹤0.01% | 2545 |
|
|
2024
Q4 | $56.5K | Sell |
1,642
-180
| -10% | -$6.2K | ﹤0.01% | 2481 |
|
|
2024
Q3 | $44.1K | Sell |
1,822
-700
| -28% | -$17K | ﹤0.01% | 2477 |
|
|
2024
Q2 | $73K | Sell |
2,522
-2,412
| -49% | -$69.9K | ﹤0.01% | 2215 |
|
|
2024
Q1 | $134K | Buy |
4,934
+226
| +5% | +$6.12K | ﹤0.01% | 1976 |
|
|
2023
Q4 | $135K | Buy |
4,708
+55
| +1% | +$1.58K | ﹤0.01% | 1846 |
|
|
2023
Q3 | $119K | Sell |
4,653
-4,709
| -50% | -$120K | ﹤0.01% | 1783 |
|
|
2023
Q2 | $341K | Buy |
9,362
+6,021
| +180% | +$219K | ﹤0.01% | 1402 |
|
|
2023
Q1 | $112K | Buy |
3,341
+696
| +26% | +$23.4K | ﹤0.01% | 1710 |
|
|
2022
Q4 | $868 | Buy |
+2,645
| New | +$868 | ﹤0.01% | 3071 |
|