Ownership history in EVOKE WEALTH, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in C3 AI INC (AI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 39,319 | -1,126 | -2.8% | 0.01% | $682K | $17.34 |
| 2025 Q2 | REDUCED | 40,445 | -403 | -1.0% | 0.02% | $994K | $24.57 |
| 2025 Q1 | ADDED | 40,848 | +179 | +0.4% | 0.02% | $860K | $21.05 |
| 2024 Q4 | ADDED | 40,669 | +2 | +0.0% | 0.04% | $1.4M | $34.43 |
| 2024 Q3 | ADDED | 40,667 | +21,350 | +110.5% | 0.03% | $985K | $24.23 |
| 2024 Q2 | REDUCED | 19,317 | -31,500 | -62.0% | 0.66% | $559K | $28.96 |
| 2022 Q4 | UNCHANGED | 50,817 | — | 0% | 0.02% | $569K | $11.19 |
| 2022 Q3 | UNCHANGED | 50,817 | — | 0% | 0.03% | $635K | $12.50 |
| 2022 Q2 | UNCHANGED | 50,817 | — | 0% | 0.03% | $928K | $18.26 |
| 2022 Q1 | ADDED | 50,817 | +47,851 | +1613.3% | 0.04% | $1.2M | $22.70 |
As of 2025 Q4 — sorted by position size