FC
Fulcrum Capital’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
2,037
-161
| -7% | -$27.9K | 0.07% | 79 |
|
|
2025
Q1 | $322K | Hold |
2,198
| – | – | 0.07% | 87 |
|
|
2024
Q4 | $389K | Hold |
2,198
| – | – | 0.08% | 78 |
|
|
2024
Q3 | $343K | Sell |
2,198
-298
| -12% | -$46.4K | 0.07% | 85 |
|
|
2024
Q2 | $333K | Hold |
2,496
| – | – | 0.08% | 83 |
|
|
2024
Q1 | $332K | Sell |
2,496
-128
| -5% | -$17K | 0.08% | 83 |
|
|
2023
Q4 | $312K | Hold |
2,624
| – | – | 0.08% | 86 |
|
|
2023
Q3 | $270K | Hold |
2,624
| – | – | 0.08% | 88 |
|
|
2023
Q2 | $253K | Buy |
2,624
+68
| +3% | +$6.55K | 0.07% | 101 |
|
|
2023
Q1 | $213K | Buy |
+2,556
| New | +$213K | 0.06% | 114 |
|