Tiller Private 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 | $5.3M | Buy |
+215,686
| New | +$5.3M | 2.01% | 14 |
|
2024
Q3 | – | Sell |
-101,127
| Closed | -$2.93M | – | 57 |
|
2024
Q2 | $2.93M | Hold |
101,127
| – | – | 1.29% | 14 |
|
2024
Q1 | $2.74M | Hold |
101,127
| – | – | 1.22% | 14 |
|
2023
Q4 | $2.9M | Hold |
101,127
| – | – | 1.45% | 15 |
|
2023
Q3 | $2.58M | Hold |
101,127
| – | – | 1.4% | 15 |
|
2023
Q2 | $3.68M | Hold |
101,127
| – | – | 2.01% | 14 |
|
2023
Q1 | $3.39M | Hold |
101,127
| – | – | 1.9% | 14 |
|
2022
Q4 | $1.13M | Hold |
101,127
| – | – | 0.67% | 18 |
|
2022
Q3 | $1.26M | Hold |
101,127
| – | – | 0.81% | 22 |
|
2022
Q2 | $1.85M | Hold |
101,127
| – | – | 1.13% | 18 |
|
2022
Q1 | $2.3M | Hold |
101,127
| – | – | 1.32% | 15 |
|
2021
Q4 | $3.16M | Hold |
101,127
| – | – | 1.99% | 14 |
|
2021
Q3 | $4.69M | Buy |
+101,127
| New | +$4.69M | 3.53% | 12 |
|