Burling Wealth Partners’s Ares Capital ARCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$208K Hold
2025
Q3
$210K Hold
2025
Q2
$226K Sell
2025
Q1
$244K Sell
2024
Q4
$263K Buy