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Grimes & Company’s Ares Capital ARCC Stock Holding History

Grimes & Company’s Portfolio ARCC Stock Details ARCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,502
Closed -$318K – 451
2025
Q2 		$318K Buy
+14,502
New +$308K 0.01% 327
2025
Q1 		– Sell
-17,625
Closed -$386K – 370
2024
Q4 		$386K Buy
17,625
+4,408
+33% +$95.1K 0.01% 279
2024
Q3 		$277K Buy
13,217
+3,320
+34% +$69K 0.01% 304
2024
Q2 		$206K Buy
+9,897
New +$207K 0.01% 326

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JP Morgan Chase
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GAM
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LPL Financial
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Ameriprise
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