TritonPoint 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 | $929K | Buy |
5,363
+136
| +3% | +$23.6K | 0.09% | 159 |
|
2025
Q1 | $766K | Buy |
5,227
+18
| +0.3% | +$2.64K | 0.07% | 176 |
|
2024
Q4 | $922K | Sell |
5,209
-25
| -0.5% | -$4.43K | 0.08% | 156 |
|
2024
Q3 | $821K | Buy |
5,234
+153
| +3% | +$24K | 0.08% | 168 |
|
2024
Q2 | $677K | Sell |
5,081
-287
| -5% | -$38.3K | 0.07% | 173 |
|
2024
Q1 | $695K | Sell |
5,368
-566
| -10% | -$73.3K | 0.07% | 166 |
|
2023
Q4 | $706K | Buy |
+5,934
| New | +$706K | 0.07% | 173 |
|