Marks Group Wealth 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	$251K	Sell	1,447 -1	-0.1%	-$173	0.02%	270
2025 Q1	$212K	Sell	1,448 -9	-0.6%	-$1.32K	0.02%	293
2024 Q4	$258K	Buy	+1,457	New	+$258K	0.03%	269