Principia Wealth Advisory’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	$520	Sell	3 -6	-67%	-$1.04K	﹤0.01%	721
2025 Q1	$1.28K	Buy	9 +5	+125%	+$712	﹤0.01%	351
2024 Q4	$708	Buy	+4	New	+$708	﹤0.01%	442