Integrated Wealth Concepts’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 | $968K | Buy |
5,590
+1,608
| +40% | +$279K | 0.01% | 935 |
|
|
2025
Q1 | $584K | Sell |
3,982
-1,839
| -32% | -$270K | 0.01% | 1078 |
|
|
2024
Q4 | $1.03M | Buy |
+5,821
| New | +$1.03M | 0.01% | 793 |
|
|
2024
Q1 | – | Sell |
-2,023
| Closed | -$241K | – | 1647 |
|
|
2023
Q4 | $241K | Sell |
2,023
-8
| -0.4% | -$951 | ﹤0.01% | 1376 |
|
|
2023
Q3 | $209K | Sell |
2,031
-325
| -14% | -$33.4K | ﹤0.01% | 1390 |
|
|
2023
Q2 | $227K | Buy |
+2,356
| New | +$227K | ﹤0.01% | 1358 |
|