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Berry Wealth Group’s Ares Management ARES Stock Holding History

Berry Wealth Group’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$337K Buy
1,948
+9
+0.5% +$1.56K 0.24% 60
2025
Q1 		$284K Buy
1,939
+582
+43% +$85.3K 0.22% 66
2024
Q4 		$240K Buy
1,357
+31
+2% +$5.49K 0.17% 74
2024
Q3 		$207K Buy
+1,326
New +$207K 0.15% 89