Stone Summit Wealth’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $524K | Hold |
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|
2025
Q2 | $567K | Sell |
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|
2025
Q1 | $484K | Sell |
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|
2024
Q4 | $593K | Hold |
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|
2024
Q3 | $522K | Hold |
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|
2024
Q2 | $446K | Sell |
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|
2024
Q1 | $452K | Sell |
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|
2023
Q4 | $428K | Hold |
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|
2023
Q3 | $370K | Hold |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $277K | Hold |
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|
2022
Q3 | $251K | Hold |
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|
2022
Q2 | $230K | Buy |
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