Wealth Enhancement Advisory Services’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 | $428K | Sell |
16,613
-1,199
| -7% | -$30.9K | ﹤0.01% | 2324 |
|
|
2025
Q1 | $375K | Buy |
17,812
+1,632
| +10% | +$34.4K | ﹤0.01% | 2245 |
|
|
2024
Q4 | $557K | Buy |
16,180
+4,941
| +44% | +$170K | ﹤0.01% | 1901 |
|
|
2024
Q3 | $272K | Sell |
11,239
-306
| -3% | -$7.41K | ﹤0.01% | 2224 |
|
|
2024
Q2 | $334K | Sell |
11,545
-3,040
| -21% | -$88K | ﹤0.01% | 1906 |
|
|
2024
Q1 | $395K | Sell |
14,585
-2,819
| -16% | -$76.3K | ﹤0.01% | 1727 |
|
|
2023
Q4 | $500K | Sell |
17,404
-749
| -4% | -$21.5K | ﹤0.01% | 1505 |
|
|
2023
Q3 | $463K | Buy |
+18,153
| New | +$463K | ﹤0.01% | 1470 |
|