SVB Wealth’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 | – | Sell |
-237
| Closed | -$4.99K | – | 469 |
|
|
2025
Q1 | $4.99K | Buy |
+237
| New | +$4.99K | ﹤0.01% | 1028 |
|
|
2021
Q3 | – | Sell |
-4,280
| Closed | -$267K | – | 1004 |
|
|
2021
Q2 | $267K | Hold |
4,280
| – | – | ﹤0.01% | 804 |
|
|
2021
Q1 | $282K | Buy |
+4,280
| New | +$282K | ﹤0.01% | 709 |
|