CWM
Congress Wealth Management’s Ares Capital ARCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
579,322
+155,477
| +37% | +$3.41M | 0.12% | 198 |
|
|
2025
Q1 | $9.39M | Buy |
423,845
+280,973
| +197% | +$6.22M | 0.11% | 216 |
|
|
2024
Q4 | $3.13M | Sell |
142,872
-113,075
| -44% | -$2.48M | 0.04% | 349 |
|
|
2024
Q3 | $5.36M | Buy |
255,947
+57,367
| +29% | +$1.2M | 0.07% | 284 |
|
|
2024
Q2 | $4.14M | Buy |
+198,580
| New | +$4.14M | 0.07% | 272 |
|