Charles Schwab’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 | $130M | Buy |
|
|||||
|
2025
Q2 | $138M | Buy |
|
|||||
|
2025
Q1 | $108M | Buy |
|
|||||
|
2024
Q4 | $127M | Buy |
|
|||||
|
2024
Q3 | $106M | Buy |
|
|||||
|
2024
Q2 | $86.2M | Buy |
|
|||||
|
2024
Q1 | $81.4M | Buy |
|
|||||
|
2023
Q4 | $72.3M | Buy |
|
|||||
|
2023
Q3 | $59M | Sell |
|
|||||
|
2023
Q2 | $93.5M | Buy |
|
|||||
|
2023
Q1 | $78.6M | Buy |
|
|||||
|
2022
Q4 | $63.7M | Buy |
|
|||||
|
2022
Q3 | $54.8M | Sell |
|
|||||
|
2022
Q2 | $53.5M | Buy |
|
|||||
|
2022
Q1 | $72.8M | Buy |
|
|||||
|
2021
Q4 | $70.9M | Buy |
|
|||||
|
2021
Q3 | $60.7M | Sell |
|
|||||
|
2021
Q2 | $53.5M | Buy |
|
|||||
|
2021
Q1 | $40.6M | Buy |
|
|||||
|
2020
Q4 | $30.9M | Sell |
|
|||||
|
2020
Q3 | $26.6M | Buy |
|
|||||
|
2020
Q2 | $15.2M | Sell |
|
|||||
|
2020
Q1 | $15.5M | Buy |
|
|||||
|
2019
Q4 | $17.6M | Buy |
|
|||||
|
2019
Q3 | $12.6M | Buy |
|
|||||
|
2019
Q2 | $10.3M | Buy |
|
|||||
|
2019
Q1 | $5.81M | Buy |
|