Total Clarity 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 | $341K | Buy |
+13,886
| New | +$341K | 0.1% | 207 |
|
|
2024
Q2 | – | Sell |
-25,346
| Closed | -$686K | – | 249 |
|
|
2024
Q1 | $686K | Sell |
25,346
-529
| -2% | -$14.3K | 0.24% | 114 |
|
|
2023
Q4 | $743K | Buy |
25,875
+5,755
| +29% | +$165K | 0.3% | 93 |
|
|
2023
Q3 | $513K | Buy |
20,120
+4,825
| +32% | +$123K | 0.25% | 108 |
|
|
2023
Q2 | $557K | Sell |
15,295
-3,514
| -19% | -$128K | 0.28% | 93 |
|
|
2023
Q1 | $631K | Buy |
+18,809
| New | +$631K | 0.34% | 71 |
|