Everhart Financial Group’s Ares Management ARES Stock Holding History

Everhart Financial Group’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$990K	Buy
2025 Q2	$914K	Sell
2025 Q1	$815K	Buy
2024 Q4	$967K	Buy
2024 Q3	$801K	Buy
2024 Q2	$578K	Buy
2024 Q1	$477K	Buy
2023 Q4	$371K	Buy
2023 Q3	$286K	Buy
2023 Q2	$246K	Buy