Bartlett & Co 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
Q2 | $25.1K | Sell |
145
-26
| -15% | -$4.5K | ﹤0.01% | 777 |
|
|
2025
Q1 | $25.1K | Buy |
171
+26
| +18% | +$3.81K | ﹤0.01% | 783 |
|
|
2024
Q4 | $25.7K | Hold |
145
| – | – | ﹤0.01% | 768 |
|
|
2024
Q3 | $22.6K | Hold |
145
| – | – | ﹤0.01% | 795 |
|
|
2024
Q2 | $19.3K | Hold |
145
| – | – | ﹤0.01% | 821 |
|
|
2024
Q1 | $19.3K | Hold |
145
| – | – | ﹤0.01% | 820 |
|
|
2023
Q4 | $17.5K | Buy |
+145
| New | +$17.5K | ﹤0.01% | 905 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | -$805 | – | 1106 |
|
|
2022
Q3 | $805 | Sell |
13
-46
| -78% | -$2.85K | ﹤0.01% | 1125 |
|
|
2022
Q2 | $3.36K | Buy |
+59
| New | +$3.36K | ﹤0.01% | 1107 |
|