Phillips Wealth Planners’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	$231K	Buy	+1,321	New	+$231K	0.21%	164
2025 Q1	–	Sell	-1,316	Closed	-$230K	–	175
2024 Q4	$230K	Buy	1,316 +35	+3%	+$6.13K	0.23%	155
2024 Q3	$209K	Buy	+1,281	New	+$209K	0.2%	183