Elevation Wealth Partners’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 | $168K | Hold |
973
| – | – | 0.07% | 123 |
|
|
2025
Q1 | $143K | Sell |
973
-309
| -24% | -$45.3K | 0.06% | 130 |
|
|
2024
Q4 | $227K | Buy |
1,282
+2
| +0.2% | +$354 | 0.1% | 107 |
|
|
2024
Q3 | $199K | Buy |
1,280
+3
| +0.2% | +$467 | 0.09% | 112 |
|
|
2024
Q2 | $170K | Hold |
1,277
| – | – | 0.08% | 121 |
|
|
2024
Q1 | $170K | Buy |
1,277
+307
| +32% | +$40.8K | 0.08% | 120 |
|
|
2023
Q4 | $99.8K | Hold |
970
| – | – | 0.06% | 151 |
|
|
2023
Q3 | $99.8K | Buy |
970
+52
| +6% | +$5.35K | 0.09% | 94 |
|
|
2023
Q2 | $88.5K | Sell |
918
-82
| -8% | -$7.9K | 0.07% | 111 |
|
|
2023
Q1 | $83.4K | Buy |
+1,000
| New | +$83.4K | 0.08% | 115 |
|