Elevation Wealth Partners’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 | $156K | Hold |
|
|||||
|
2025
Q2 | $168K | Hold |
|
|||||
|
2025
Q1 | $143K | Sell |
|
|||||
|
2024
Q4 | $227K | Buy |
|
|||||
|
2024
Q3 | $199K | Buy |
|
|||||
|
2024
Q2 | $170K | Hold |
|
|||||
|
2024
Q1 | $170K | Buy |
|
|||||
|
2023
Q4 | $99.8K | Hold |
|
|||||
|
2023
Q3 | $99.8K | Buy |
|
|||||
|
2023
Q2 | $88.5K | Sell |
|
|||||
|
2023
Q1 | $83.4K | Buy |
|