NewEdge Wealth’s SES AI SES Stock Holding History

NewEdge Wealth’s Portfolio SES Stock Details SES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$73.6K	Buy
2024 Q4	$308K	Hold
2024 Q3	$90.1K	Hold
2024 Q2	$176K	Hold
2024 Q1	$208K	Hold
2023 Q4	$258K	Hold
2023 Q3	$320K	Hold
2023 Q2	$344K	Hold
2023 Q1	$415K	Buy