Avantax Advisory Services’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $439K | Buy |
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|
2024
Q1 | $413K | Buy |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Hold |
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|
2021
Q4 | $203K | Buy |
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