Perigon Wealth Management’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 | $697K | Sell |
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|
2025
Q2 | $758K | Sell |
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|
2025
Q1 | $800K | Buy |
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|
2024
Q4 | $780K | Sell |
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|
2024
Q3 | $783K | Buy |
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|
2024
Q2 | $698K | Buy |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $656K | Buy |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $431K | Buy |
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|
2022
Q4 | $422K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $37K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $18K | Hold |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $19K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $23K | Buy |
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