Optimum Investment Advisors’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $46.3K | Hold |
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2025
Q2 | $65.6K | Hold |
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2025
Q1 | $56.2K | Buy |
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2024
Q4 | $67.8K | Hold |
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2024
Q3 | $47.7K | Sell |
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2024
Q2 | $219K | Sell |
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2024
Q1 | $232K | Buy |
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2023
Q4 | $85.2K | Buy |
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2023
Q3 | $3.83K | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $2K | Buy |
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