Plante Moran Financial 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 | $983 | Hold |
40
| – | – | ﹤0.01% | 699 |
|
2025
Q1 | $842 | Hold |
40
| – | – | ﹤0.01% | 731 |
|
2024
Q4 | $1.38K | Hold |
40
| – | – | ﹤0.01% | 803 |
|
2024
Q3 | $969 | Hold |
40
| – | – | ﹤0.01% | 783 |
|
2024
Q2 | $1.16K | Hold |
40
| – | – | ﹤0.01% | 721 |
|
2024
Q1 | $1.08K | Hold |
40
| – | – | ﹤0.01% | 784 |
|
2023
Q4 | $1.15K | Buy |
+40
| New | +$1.15K | ﹤0.01% | 752 |
|