Carson Wealth (CWM LLC)’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Buy |
4,820
+1,870
| +63% | +$324K | ﹤0.01% | 1338 |
|
|
2025
Q1 | $432K | Buy |
2,950
+258
| +10% | +$37.8K | ﹤0.01% | 1506 |
|
|
2024
Q4 | $476K | Sell |
2,692
-70
| -3% | -$12.4K | ﹤0.01% | 1392 |
|
|
2024
Q3 | $430K | Buy |
2,762
+253
| +10% | +$39.4K | ﹤0.01% | 1382 |
|
|
2024
Q2 | $334K | Buy |
2,509
+4
| +0.2% | +$532 | ﹤0.01% | 1347 |
|
|
2024
Q1 | $333K | Buy |
2,505
+628
| +33% | +$83.5K | ﹤0.01% | 1289 |
|
|
2023
Q4 | $223K | Buy |
1,877
+212
| +13% | +$25.2K | ﹤0.01% | 1375 |
|
|
2023
Q3 | $171K | Buy |
1,665
+86
| +5% | +$8.83K | ﹤0.01% | 1368 |
|
|
2023
Q2 | $152K | Buy |
1,579
+92
| +6% | +$8.86K | ﹤0.01% | 1361 |
|
|
2023
Q1 | $124K | Buy |
1,487
+353
| +31% | +$29.4K | ﹤0.01% | 1375 |
|
|
2022
Q4 | $78K | Buy |
1,134
+345
| +44% | +$23.7K | ﹤0.01% | 1490 |
|
|
2022
Q3 | $49K | Buy |
789
+99
| +14% | +$6.15K | ﹤0.01% | 1657 |
|
|
2022
Q2 | $39K | Buy |
690
+89
| +15% | +$5.03K | ﹤0.01% | 1735 |
|
|
2022
Q1 | $49K | Buy |
601
+512
| +575% | +$41.7K | ﹤0.01% | 1614 |
|
|
2021
Q4 | $7K | Buy |
+89
| New | +$7K | ﹤0.01% | 2520 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2885 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2885 |
|
|
2020
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2885 |
|
|
2020
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2885 |
|
|
2020
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2885 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2885 |
|
|
2019
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2885 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2885 |
|
|
2019
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2885 |
|
|
2019
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2894 |
|