Trueblood 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 | $466K | Buy |
2,691
+53
| +2% | +$9.18K | 0.19% | 149 |
|
|
2025
Q1 | $387K | Sell |
2,638
-68
| -3% | -$9.97K | 0.18% | 157 |
|
|
2024
Q4 | $479K | Sell |
2,706
-36
| -1% | -$6.37K | 0.24% | 136 |
|
|
2024
Q3 | $427K | Sell |
2,742
-37
| -1% | -$5.77K | 0.21% | 137 |
|
|
2024
Q2 | $370K | Buy |
2,779
+51
| +2% | +$6.8K | 0.21% | 139 |
|
|
2024
Q1 | $363K | Buy |
2,728
+195
| +8% | +$25.9K | 0.21% | 138 |
|
|
2023
Q4 | $301K | Buy |
+2,533
| New | +$301K | 0.19% | 152 |
|