Obermeyer Wealth Partners’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.55M | Buy |
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|
2025
Q2 | $3.73M | Buy |
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|
2025
Q1 | $3.64M | Sell |
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|
2024
Q4 | $3.83M | Buy |
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|
2024
Q3 | $3.27M | Buy |
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|
2024
Q2 | $3.14M | Buy |
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|
2024
Q1 | $2.89M | Buy |
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|
2023
Q4 | $924K | Buy |
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|
2023
Q3 | $806K | Buy |
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|
2023
Q2 | $726K | Buy |
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|
2023
Q1 | $678K | Buy |
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|
2022
Q4 | $613K | Buy |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $446K | Sell |
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|
2022
Q1 | $533K | Sell |
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|
2021
Q4 | $608K | Buy |
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|
2021
Q3 | $392K | Buy |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $234K | Buy |
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