Western 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 | – | Sell |
-20,877
| Closed | -$439K | – | 723 |
|
|
2025
Q1 | $439K | Buy |
20,877
+4,150
| +25% | +$87.4K | 0.03% | 426 |
|
|
2024
Q4 | $576K | Sell |
16,727
-645
| -4% | -$22.2K | 0.04% | 347 |
|
|
2024
Q3 | $421K | Buy |
17,372
+7,400
| +74% | +$179K | 0.02% | 506 |
|
|
2024
Q2 | $289K | Buy |
+9,972
| New | +$289K | 0.02% | 511 |
|