Atticus Wealth Management’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 | $471K | Buy |
+2,720
| New | +$471K | 0.13% | 93 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$548 | – | 550 |
|
|
2022
Q4 | $548 | Sell |
8
-106
| -93% | -$7.26K | ﹤0.01% | 499 |
|
|
2022
Q3 | $6K | Hold |
114
| – | – | ﹤0.01% | 415 |
|
|
2022
Q2 | $6K | Hold |
114
| – | – | ﹤0.01% | 446 |
|
|
2022
Q1 | $9K | Sell |
114
-152
| -57% | -$12K | ﹤0.01% | 411 |
|
|
2021
Q4 | $22K | Sell |
266
-1,063
| -80% | -$87.9K | 0.01% | 302 |
|
|
2021
Q3 | $98K | Buy |
+1,329
| New | +$98K | 0.04% | 169 |
|