Toth Financial Advisory’s C3.ai AI Stock Holding History

Toth Financial Advisory’s Portfolio AI Stock Details AI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$24.6K	Hold
2025 Q1	$21.1K	Hold
2024 Q4	$34.4K	Hold
2024 Q3	$24.2K	Hold
2024 Q2	$29K	Hold
2024 Q1	$27.1K	Buy
2023 Q4	$2.87K	Buy
2021 Q4	–	Sell
2021 Q3	$2K	Buy