Pathway Financial Advisers’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-365
| Closed | -$12.6K | – | 168 |
|
|
2024
Q4 | $12.6K | Sell |
365
-8,479
| -96% | -$292K | ﹤0.01% | 343 |
|
|
2024
Q3 | $365 | Buy |
8,844
+8,504
| +2,501% | +$351 | ﹤0.01% | 391 |
|
|
2024
Q2 | $9.85K | Sell |
340
-1,050
| -76% | -$30.4K | ﹤0.01% | 343 |
|
|
2024
Q1 | $37.6K | Hold |
1,390
| – | – | 0.01% | 252 |
|
|
2023
Q4 | $39.9K | Sell |
1,390
-760
| -35% | -$21.8K | 0.02% | 241 |
|
|
2023
Q3 | $54.9K | Buy |
+2,150
| New | +$54.9K | 0.02% | 218 |
|