Buttonwood 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 | $384K | Sell |
2,217
-60
| -3% | -$10.4K | 0.15% | 80 |
|
|
2025
Q1 | $334K | Sell |
2,277
-435
| -16% | -$63.8K | 0.15% | 78 |
|
|
2024
Q4 | $480K | Hold |
2,712
| – | – | 0.21% | 73 |
|
|
2024
Q3 | $423K | Sell |
2,712
-111
| -4% | -$17.3K | 0.18% | 76 |
|
|
2024
Q2 | $376K | Sell |
2,823
-670
| -19% | -$89.3K | 0.18% | 79 |
|
|
2024
Q1 | $465K | Sell |
3,493
-319
| -8% | -$42.4K | 0.22% | 75 |
|
|
2023
Q4 | $453K | Sell |
3,812
-170
| -4% | -$20.2K | 0.25% | 75 |
|
|
2023
Q3 | $410K | Hold |
3,982
| – | – | 0.26% | 74 |
|
|
2023
Q2 | $384K | Hold |
3,982
| – | – | 0.24% | 74 |
|
|
2023
Q1 | $332K | Hold |
3,982
| – | – | 0.26% | 63 |
|
|
2022
Q4 | $273K | Hold |
3,982
| – | – | 0.23% | 67 |
|
|
2022
Q3 | $250K | Hold |
3,982
| – | – | 0.23% | 64 |
|
|
2022
Q2 | $226K | Buy |
3,982
+600
| +18% | +$34.1K | 0.2% | 67 |
|
|
2022
Q1 | $275K | Buy |
+3,382
| New | +$275K | 0.25% | 60 |
|