Beverly Hills Private Wealth’s Ares Capital ARCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.03M Sell
2025
Q2
$1.11M Sell
2025
Q1
$1.13M Sell
2024
Q4
$1.19M Sell
2024
Q3
$1.28M Sell
2024
Q2
$1.5M Sell
2024
Q1
$1.54M Sell
2023
Q4
$1.65M Buy
2023
Q3
$1.56M Hold
2023
Q2
$1.56M Buy
2023
Q1
$1.28M Buy
2022
Q4
$1.07M Buy