EP Wealth Advisors’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Buy |
25,735
+400
| +2% | +$69.3K | 0.03% | 283 |
|
|
2025
Q1 | $3.71M | Buy |
25,335
+105
| +0.4% | +$15.4K | 0.03% | 260 |
|
|
2024
Q4 | $4.47M | Sell |
25,230
-1,732
| -6% | -$307K | 0.04% | 232 |
|
|
2024
Q3 | $4.2M | Buy |
26,962
+3,868
| +17% | +$603K | 0.04% | 238 |
|
|
2024
Q2 | $3.08M | Buy |
23,094
+2,749
| +14% | +$366K | 0.03% | 230 |
|
|
2024
Q1 | $2.71M | Buy |
20,345
+4,996
| +33% | +$664K | 0.03% | 231 |
|
|
2023
Q4 | $1.83M | Buy |
15,349
+2,836
| +23% | +$337K | 0.02% | 277 |
|
|
2023
Q3 | $1.29M | Buy |
12,513
+4,013
| +47% | +$413K | 0.02% | 293 |
|
|
2023
Q2 | $579K | Buy |
+8,500
| New | +$579K | 0.01% | 436 |
|