Carson Wealth (CWM LLC)’s SES AI SES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $49K | Sell |
54,832
-630
| -1% | -$563 | ﹤0.01% | 3302 |
|
2025
Q1 | $29K | Buy |
55,462
+51,832
| +1,428% | +$27.1K | ﹤0.01% | 3418 |
|
2024
Q4 | $8K | Buy |
3,630
+2,803
| +339% | +$6.18K | ﹤0.01% | 4010 |
|
2024
Q3 | $1K | Buy |
827
+594
| +255% | +$718 | ﹤0.01% | 4695 |
|
2024
Q2 | $0 | Buy |
233
+211
| +959% | – | ﹤0.01% | 4896 |
|
2024
Q1 | $0 | Sell |
22
-481
| -96% | – | ﹤0.01% | 4697 |
|
2023
Q4 | $1K | Buy |
+503
| New | +$1K | ﹤0.01% | 4032 |
|