SAM
Secure Asset Management’s Ares Management ARES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
8,259
+1,524
| +23% | +$264K | 0.26% | 94 |
|
|
2025
Q1 | $987K | Buy |
6,735
+342
| +5% | +$50.1K | 0.2% | 121 |
|
|
2024
Q4 | $1.13M | Sell |
6,393
-405
| -6% | -$71.7K | 0.17% | 124 |
|
|
2024
Q3 | $1.06M | Buy |
6,798
+216
| +3% | +$33.7K | 0.18% | 129 |
|
|
2024
Q2 | $877K | Buy |
+6,582
| New | +$877K | 0.17% | 126 |
|