Beaumont Financial Advisors’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 | $304K | Sell |
1,755
-8
| -0.5% | -$1.39K | 0.02% | 291 |
|
|
2025
Q1 | $258K | Buy |
1,763
+8
| +0.5% | +$1.17K | 0.02% | 312 |
|
|
2024
Q4 | $311K | Hold |
1,755
| – | – | 0.02% | 286 |
|
|
2024
Q3 | $273K | Hold |
1,755
| – | – | 0.02% | 286 |
|
|
2024
Q2 | $234K | Hold |
1,755
| – | – | 0.02% | 320 |
|
|
2024
Q1 | $233K | Hold |
1,755
| – | – | 0.02% | 326 |
|
|
2023
Q4 | $209K | Buy |
+1,755
| New | +$209K | 0.02% | 323 |
|