Premier Path Wealth Partners’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 | $549K | Buy |
3,172
+49
| +2% | +$8.49K | 0.08% | 234 |
|
|
2025
Q1 | $458K | Buy |
3,123
+324
| +12% | +$47.5K | 0.07% | 241 |
|
|
2024
Q4 | $496K | Buy |
2,799
+64
| +2% | +$11.3K | 0.08% | 235 |
|
|
2024
Q3 | $426K | Sell |
2,735
-139
| -5% | -$21.7K | 0.07% | 252 |
|
|
2024
Q2 | $383K | Buy |
2,874
+400
| +16% | +$53.3K | 0.07% | 260 |
|
|
2024
Q1 | $329K | Buy |
2,474
+30
| +1% | +$3.99K | 0.06% | 261 |
|
|
2023
Q4 | $291K | Buy |
+2,444
| New | +$291K | 0.06% | 267 |
|