GeoWealth Management’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7K | Sell |
137
-2
| -1% | -$346 | ﹤0.01% | 1041 |
|
|
2025
Q1 | $20.4K | Sell |
139
-2
| -1% | -$293 | ﹤0.01% | 969 |
|
|
2024
Q4 | $25K | Sell |
141
-3
| -2% | -$531 | ﹤0.01% | 1333 |
|
|
2024
Q3 | $22.4K | Buy |
+144
| New | +$22.4K | ﹤0.01% | 1261 |
|
|
2024
Q2 | – | Sell |
-1,745
| Closed | -$232K | – | 867 |
|
|
2024
Q1 | $232K | Buy |
+1,745
| New | +$232K | 0.01% | 634 |
|