Carson Wealth (CWM LLC)’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $796K | Buy |
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|
2025
Q2 | $835K | Buy |
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|
2025
Q1 | $432K | Buy |
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|
2024
Q4 | $476K | Sell |
|
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|
2024
Q3 | $430K | Buy |
|
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|
2024
Q2 | $334K | Buy |
|
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|
2024
Q1 | $333K | Buy |
|
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|
2023
Q4 | $223K | Buy |
|
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|
2023
Q3 | $171K | Buy |
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|
2023
Q2 | $152K | Buy |
|
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|
2023
Q1 | $124K | Buy |
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|
2022
Q4 | $78K | Buy |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $39K | Buy |
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|
2022
Q1 | $49K | Buy |
|
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|
2021
Q4 | $7K | Buy |
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|
2021
Q2 | $0 | Hold |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Hold |
|
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|
2020
Q2 | $0 | Hold |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $0 | Hold |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Buy |
|