EverSource Wealth Advisors’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
Q2 | $369K | Sell |
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|
2025
Q1 | $317K | Sell |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $334K | Buy |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $220K | Hold |
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|
2023
Q3 | $190K | Hold |
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|
2023
Q2 | $178K | Sell |
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|
2023
Q1 | $156K | Hold |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | $3K | Buy |
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