Meridian 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 | $5.88M | Buy |
33,948
+355
| +1% | +$61.5K | 0.25% | 93 |
|
|
2025
Q1 | $4.93M | Sell |
33,593
-1,009
| -3% | -$148K | 0.24% | 92 |
|
|
2024
Q4 | $6.13M | Sell |
34,602
-363
| -1% | -$64.3K | 0.29% | 77 |
|
|
2024
Q3 | $5.45M | Buy |
34,965
+2,373
| +7% | +$370K | 0.27% | 81 |
|
|
2024
Q2 | $4.34M | Buy |
+32,592
| New | +$4.34M | 0.52% | 45 |
|
|
2024
Q1 | – | Sell |
-30,680
| Closed | -$3.65M | – | 211 |
|
|
2023
Q4 | $3.65M | Buy |
+30,680
| New | +$3.65M | 0.23% | 93 |
|