Avior 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
Q1 | – | Sell |
-39
| Closed | -$6.9K | – | 832 |
|
|
2024
Q4 | $6.9K | Hold |
39
| – | – | ﹤0.01% | 1754 |
|
|
2024
Q3 | $6.08K | Hold |
39
| – | – | ﹤0.01% | 1711 |
|
|
2024
Q2 | $5.2K | Sell |
39
-581
| -94% | -$77.4K | ﹤0.01% | 1711 |
|
|
2024
Q1 | $82.6K | Buy |
+620
| New | +$82.6K | ﹤0.01% | 1036 |
|
|
2023
Q2 | – | Sell |
-7,655
| Closed | -$639K | – | 1566 |
|
|
2023
Q1 | $639K | Buy |
7,655
+223
| +3% | +$18.6K | 0.04% | 279 |
|
|
2022
Q4 | $509K | Buy |
7,432
+1,690
| +29% | +$116K | 0.04% | 299 |
|
|
2022
Q3 | $355K | Buy |
5,742
+92
| +2% | +$5.69K | 0.03% | 350 |
|
|
2022
Q2 | $321K | Sell |
5,650
-753
| -12% | -$42.8K | 0.03% | 343 |
|
|
2022
Q1 | $520K | Sell |
6,403
-1,012
| -14% | -$82.2K | 0.04% | 290 |
|
|
2021
Q4 | $602K | Hold |
7,415
| – | – | 0.05% | 289 |
|
|
2021
Q3 | $547K | Buy |
+7,415
| New | +$547K | 0.05% | 297 |
|