Compass Wealth Management’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 | – | Sell |
-210
| Closed | -$30.8K | – | 170 |
|
|
2025
Q1 | $30.8K | Hold |
210
| – | – | 0.01% | 291 |
|
|
2024
Q4 | $37.2K | Hold |
210
| – | – | 0.01% | 274 |
|
|
2024
Q3 | $32.7K | Hold |
210
| – | – | 0.01% | 290 |
|
|
2024
Q2 | $28K | Hold |
210
| – | – | 0.01% | 303 |
|
|
2024
Q1 | $27.9K | Buy |
+210
| New | +$27.9K | 0.01% | 304 |
|