MAWA
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Moss Adams Wealth Advisors’s SES AI SES Stock Holding History

Moss Adams Wealth Advisors’s Portfolio SES Stock Details SES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$21.9K – 235
2024
Q4 		$21.9K Buy
+10,000
New +$21.9K ﹤0.01% 207