Stone Summit Wealth’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 | $567K | Sell |
3,275
-25
| -0.8% | -$4.33K | 0.18% | 92 |
|
|
2025
Q1 | $484K | Sell |
3,300
-50
| -1% | -$7.33K | 0.16% | 99 |
|
|
2024
Q4 | $593K | Hold |
3,350
| – | – | 0.2% | 87 |
|
|
2024
Q3 | $522K | Hold |
3,350
| – | – | 0.17% | 98 |
|
|
2024
Q2 | $446K | Sell |
3,350
-50
| -1% | -$6.66K | 0.16% | 102 |
|
|
2024
Q1 | $452K | Sell |
3,400
-200
| -6% | -$26.6K | 0.16% | 102 |
|
|
2023
Q4 | $428K | Hold |
3,600
| – | – | 0.16% | 108 |
|
|
2023
Q3 | $370K | Hold |
3,600
| – | – | 0.16% | 111 |
|
|
2023
Q2 | $347K | Hold |
3,600
| – | – | 0.14% | 110 |
|
|
2023
Q1 | $300K | Sell |
3,600
-448
| -11% | -$37.4K | 0.13% | 113 |
|
|
2022
Q4 | $277K | Hold |
4,048
| – | – | 0.14% | 118 |
|
|
2022
Q3 | $251K | Hold |
4,048
| – | – | 0.15% | 118 |
|
|
2022
Q2 | $230K | Buy |
+4,048
| New | +$230K | 0.14% | 121 |
|