Spire Wealth Management’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 | $462K | Sell |
2,665
-2,363
| -47% | -$409K | 0.02% | 528 |
|
|
2025
Q1 | $737K | Buy |
5,028
+123
| +3% | +$18K | 0.02% | 470 |
|
|
2024
Q4 | $868K | Buy |
4,905
+77
| +2% | +$13.6K | 0.03% | 426 |
|
|
2024
Q3 | $752K | Buy |
4,828
+472
| +11% | +$73.6K | 0.03% | 436 |
|
|
2024
Q2 | $581K | Buy |
4,356
+1,981
| +83% | +$264K | 0.02% | 459 |
|
|
2024
Q1 | $316K | Buy |
2,375
+1,095
| +86% | +$146K | 0.01% | 647 |
|
|
2023
Q4 | $149K | Buy |
1,280
+1,272
| +15,900% | +$148K | ﹤0.01% | 856 |
|
|
2023
Q3 | $823 | Buy |
+8
| New | +$823 | ﹤0.01% | 2285 |
|
|
2023
Q2 | – | Sell |
-344
| Closed | -$28.7K | – | 2392 |
|
|
2023
Q1 | $28.7K | Hold |
344
| – | – | ﹤0.01% | 1450 |
|
|
2022
Q4 | $24K | Buy |
+344
| New | +$24K | ﹤0.01% | 1291 |
|
|
2022
Q3 | – | Sell |
-1,344
| Closed | -$76K | – | 2185 |
|
|
2022
Q2 | $76K | Sell |
1,344
-5,287
| -80% | -$299K | ﹤0.01% | 1131 |
|
|
2022
Q1 | $539K | Sell |
6,631
-1,700
| -20% | -$138K | 0.01% | 552 |
|
|
2021
Q4 | $677K | Buy |
8,331
+646
| +8% | +$52.5K | 0.02% | 601 |
|
|
2021
Q3 | $567K | Sell |
7,685
-893
| -10% | -$65.9K | 0.02% | 555 |
|
|
2021
Q2 | $545K | Sell |
8,578
-1,583
| -16% | -$101K | 0.01% | 584 |
|
|
2021
Q1 | $566K | Buy |
+10,161
| New | +$566K | 0.02% | 625 |
|