Creative Planning’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 | $6.16M | Buy |
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|
2025
Q2 | $5.9M | Buy |
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|
2025
Q1 | $3.85M | Buy |
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|
2024
Q4 | $4.19M | Buy |
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|
2024
Q3 | $3.27M | Buy |
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|
2024
Q2 | $2.46M | Buy |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $602K | Buy |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $918 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $975K | Buy |
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|
2020
Q1 | $675K | Buy |
|