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Forum Financial Management’s Ares Management ARES Stock Holding History

Forum Financial Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$257K Buy
1,481
+38
+3% +$6.58K ﹤0.01% 759
2025
Q1 		$212K Buy
1,443
+3
+0.2% +$440 ﹤0.01% 782
2024
Q4 		$255K Hold
1,440
– – ﹤0.01% 713
2024
Q3 		$224K Buy
+1,440
New +$224K ﹤0.01% 666