JFS Wealth Advisors’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 | $11.8K | Buy |
68
+14
| +26% | +$2.43K | ﹤0.01% | 810 |
|
|
2025
Q1 | $7.92K | Buy |
54
+2
| +4% | +$293 | ﹤0.01% | 957 |
|
|
2024
Q4 | $9.21K | Buy |
52
+1
| +2% | +$177 | ﹤0.01% | 875 |
|
|
2024
Q3 | $7.95K | Buy |
51
+1
| +2% | +$156 | ﹤0.01% | 937 |
|
|
2024
Q2 | $6.66K | Hold |
50
| – | – | ﹤0.01% | 942 |
|
|
2024
Q1 | $6.65K | Hold |
50
| – | – | ﹤0.01% | 983 |
|
|
2023
Q4 | $5.95K | Buy |
50
+2
| +4% | +$238 | ﹤0.01% | 983 |
|
|
2023
Q3 | $4.94K | Buy |
48
+2
| +4% | +$206 | ﹤0.01% | 996 |
|
|
2023
Q2 | $4.43K | Sell |
46
-1
| -2% | -$96 | ﹤0.01% | 1059 |
|
|
2023
Q1 | $3.92K | Buy |
47
+4
| +9% | +$334 | ﹤0.01% | 1089 |
|
|
2022
Q4 | $2.94K | Sell |
43
-6
| -12% | -$411 | ﹤0.01% | 1219 |
|
|
2022
Q3 | $3K | Buy |
49
+43
| +717% | +$2.63K | ﹤0.01% | 1134 |
|
|
2022
Q2 | $0 | Sell |
6
-140
| -96% | – | ﹤0.01% | 1723 |
|
|
2022
Q1 | $12K | Buy |
146
+133
| +1,023% | +$10.9K | ﹤0.01% | 730 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1245 |
|