Spire Wealth Management’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 | $77.6K | Sell |
3,158
-20
| -0.6% | -$491 | ﹤0.01% | 1065 |
|
|
2025
Q1 | $66.9K | Sell |
3,178
-4,098
| -56% | -$86.3K | ﹤0.01% | 1183 |
|
|
2024
Q4 | $251K | Buy |
7,276
+5,216
| +253% | +$180K | 0.01% | 757 |
|
|
2024
Q3 | $49.9K | Sell |
2,060
-9
| -0.4% | -$218 | ﹤0.01% | 1133 |
|
|
2024
Q2 | $59.9K | Sell |
2,069
-929
| -31% | -$26.9K | ﹤0.01% | 1055 |
|
|
2024
Q1 | $81.2K | Sell |
2,998
-7,566
| -72% | -$205K | ﹤0.01% | 1052 |
|
|
2023
Q4 | $262K | Sell |
10,564
-1,996
| -16% | -$49.5K | 0.01% | 688 |
|
|
2023
Q3 | $321K | Buy |
12,560
+6,097
| +94% | +$156K | 0.01% | 578 |
|
|
2023
Q2 | $235K | Buy |
6,463
+1,832
| +40% | +$66.7K | 0.01% | 679 |
|
|
2023
Q1 | $155K | Buy |
4,631
+4,481
| +2,987% | +$150K | 0.01% | 809 |
|
|
2022
Q4 | $2K | Buy |
150
+100
| +200% | +$1.33K | ﹤0.01% | 2009 |
|
|
2022
Q3 | $1K | Sell |
50
-100
| -67% | -$2K | ﹤0.01% | 2030 |
|
|
2022
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 2240 |
|
|
2022
Q1 | $3K | Sell |
150
-150
| -50% | -$3K | ﹤0.01% | 2310 |
|
|
2021
Q4 | $9K | Sell |
300
-50
| -14% | -$1.5K | ﹤0.01% | 2403 |
|
|
2021
Q3 | $16K | Buy |
350
+50
| +17% | +$2.29K | ﹤0.01% | 1934 |
|
|
2021
Q2 | $19K | Buy |
300
+100
| +50% | +$6.33K | ﹤0.01% | 1881 |
|
|
2021
Q1 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 2318 |
|