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Concord Wealth Partners’s Ares Management ARES Stock Holding History

Concord Wealth Partners’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10
Closed -$1.77K – 826
2024
Q4 		$1.77K Hold
10
– – ﹤0.01% 721
2024
Q3 		$1.56K Buy
+10
New +$1.45K ﹤0.01% 773
2023
Q4 		– Sell
-35
Closed -$3.6K – 822
2023
Q3 		$3.6K Hold
35
– – ﹤0.01% 772
2023
Q2 		$3.37K Buy
+35
New +$3.02K ﹤0.01% 787
2023
Q1 		– Sell
-35
Closed -$2.4K – 1003
2022
Q4 		$2.4K Buy
+35
New +$2.52K ﹤0.01% 903
2022
Q3 		– Sell
-35
Closed -$2K – 214
2022
Q2 		$2K Buy
+35
New +$2.42K ﹤0.01% 989

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