Axxcess Wealth Management’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
2,043
-102
| -5% | -$17.7K | 0.01% | 678 |
|
|
2025
Q1 | $314K | Sell |
2,145
-788
| -27% | -$116K | 0.01% | 669 |
|
|
2024
Q4 | $519K | Sell |
2,933
-571
| -16% | -$101K | 0.01% | 535 |
|
|
2024
Q3 | $546K | Sell |
3,504
-36
| -1% | -$5.61K | 0.01% | 530 |
|
|
2024
Q2 | $472K | Buy |
3,540
+23
| +0.7% | +$3.07K | 0.01% | 531 |
|
|
2024
Q1 | $468K | Sell |
3,517
-292
| -8% | -$38.8K | 0.01% | 551 |
|
|
2023
Q4 | $453K | Sell |
3,809
-79
| -2% | -$9.39K | 0.01% | 542 |
|
|
2023
Q3 | $400K | Buy |
+3,888
| New | +$400K | 0.01% | 529 |
|