Baker Tilly Wealth Management’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
Q3 | $460K | Buy |
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|
2025
Q2 | $488K | Buy |
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|
2025
Q1 | $409K | Buy |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $390K | Buy |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $471K | Sell |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $593K | Sell |
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|
2023
Q2 | $696K | Sell |
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|
2023
Q1 | $651K | Buy |
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|
2022
Q4 | $530K | Sell |
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|
2022
Q3 | $591K | Sell |
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|
2022
Q2 | $553K | Sell |
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|
2022
Q1 | $792K | Buy |
|