Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $394K | Sell |
2,228
-61
| -3% | -$10.8K | 0.05% | 164 |
|
|
2024
Q3 | $357K | Sell |
2,289
-174
| -7% | -$27.1K | 0.05% | 176 |
|
|
2024
Q2 | $328K | Sell |
2,463
-143
| -5% | -$19.1K | 0.05% | 187 |
|
|
2024
Q1 | $347K | Sell |
2,606
-23
| -0.9% | -$3.06K | 0.05% | 192 |
|
|
2023
Q4 | $313K | Sell |
2,629
-16
| -0.6% | -$1.9K | 0.05% | 183 |
|
|
2023
Q3 | $272K | Sell |
2,645
-85
| -3% | -$8.74K | 0.05% | 193 |
|
|
2023
Q2 | $263K | Sell |
2,730
-42
| -2% | -$4.05K | 0.05% | 188 |
|
|
2023
Q1 | $231K | Buy |
+2,772
| New | +$231K | 0.05% | 194 |
|