Portside Wealth Group’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 | $1.3M | Sell |
7,505
-315
| -4% | -$54.6K | 0.19% | 118 |
|
|
2025
Q1 | $1.15M | Buy |
7,820
+476
| +6% | +$69.8K | 0.19% | 121 |
|
|
2024
Q4 | $1.3M | Buy |
7,344
+26
| +0.4% | +$4.6K | 0.22% | 103 |
|
|
2024
Q3 | $1.14M | Sell |
7,318
-108
| -1% | -$16.8K | 0.19% | 120 |
|
|
2024
Q2 | $990K | Buy |
7,426
+57
| +0.8% | +$7.6K | 0.19% | 123 |
|
|
2024
Q1 | $980K | Sell |
7,369
-1,780
| -19% | -$237K | 0.18% | 130 |
|
|
2023
Q4 | $1.09M | Sell |
9,149
-644
| -7% | -$76.6K | 0.2% | 120 |
|
|
2023
Q3 | $1.01M | Sell |
9,793
-28
| -0.3% | -$2.88K | 0.19% | 116 |
|
|
2023
Q2 | $946K | Buy |
+9,821
| New | +$946K | 0.18% | 132 |
|