Annis Gardner Whiting Capital Advisors’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.3K | Buy |
+123
| New | +$21.3K | 0.01% | 557 |
|
2025
Q1 | – | Sell |
-815
| Closed | -$144K | – | 748 |
|
2024
Q4 | $144K | Buy |
+815
| New | +$144K | 0.04% | 235 |
|
2024
Q3 | – | Sell |
-246
| Closed | -$32.8K | – | 747 |
|
2024
Q2 | $32.8K | Buy |
246
+24
| +11% | +$3.2K | 0.01% | 474 |
|
2024
Q1 | $29.7K | Buy |
+222
| New | +$29.7K | 0.01% | 478 |
|