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VSM Wealth Advisory’s C3.ai AI Stock Holding History

VSM Wealth Advisory’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$10.5K – 512
2025
Q1 		$10.5K Hold
500
– – ﹤0.01% 342
2024
Q4 		$17.2K Buy
+500
New +$17.2K 0.01% 289