Measured Wealth Private Client Group’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
36,592
+39
| +0.1% | +$856 | 0.24% | 60 |
|
|
2025
Q1 | $810K | Buy |
36,553
+976
| +3% | +$21.6K | 0.26% | 51 |
|
|
2024
Q4 | $779K | Sell |
35,577
-42
| -0.1% | -$919 | 0.25% | 51 |
|
|
2024
Q3 | $746K | Buy |
35,619
+1,365
| +4% | +$28.6K | 0.25% | 54 |
|
|
2024
Q2 | $714K | Buy |
34,254
+1,945
| +6% | +$40.5K | 0.25% | 62 |
|
|
2024
Q1 | $673K | Buy |
32,309
+2,002
| +7% | +$41.7K | 0.24% | 72 |
|
|
2023
Q4 | $607K | Buy |
30,307
+1,813
| +6% | +$36.3K | 0.22% | 75 |
|
|
2023
Q3 | $555K | Buy |
28,494
+2,748
| +11% | +$53.5K | 0.22% | 74 |
|
|
2023
Q2 | $484K | Buy |
25,746
+3,909
| +18% | +$73.5K | 0.18% | 92 |
|
|
2023
Q1 | $399K | Buy |
21,837
+4,924
| +29% | +$90K | 0.15% | 105 |
|
|
2022
Q4 | $312K | Buy |
+16,913
| New | +$312K | 0.13% | 113 |
|