OIA
Optimum Investment Advisors’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.6K | Hold |
2,668
| – | – | 0.03% | 305 |
|
|
2025
Q1 | $56.2K | Buy |
2,668
+700
| +36% | +$14.7K | 0.03% | 319 |
|
|
2024
Q4 | $67.8K | Hold |
1,968
| – | – | 0.03% | 308 |
|
|
2024
Q3 | $47.7K | Sell |
1,968
-5,600
| -74% | -$136K | 0.02% | 359 |
|
|
2024
Q2 | $219K | Sell |
7,568
-1,000
| -12% | -$29K | 0.1% | 177 |
|
|
2024
Q1 | $232K | Buy |
8,568
+5,600
| +189% | +$152K | 0.11% | 173 |
|
|
2023
Q4 | $85.2K | Buy |
2,968
+2,818
| +1,879% | +$80.9K | 0.04% | 280 |
|
|
2023
Q3 | $3.83K | Buy |
+150
| New | +$3.83K | ﹤0.01% | 618 |
|
|
2022
Q1 | – | Sell |
-70
| Closed | -$2K | – | 823 |
|
|
2021
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 772 |
|