Valeo Financial Advisors’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 | $2.14M | Sell |
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|
2025
Q2 | $2.32M | Buy |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $2.34M | Buy |
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|
2024
Q3 | $2.06M | Buy |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.43M | Buy |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $932K | Sell |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $256K | Hold |
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|
2020
Q4 | $215K | Hold |
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|
2020
Q3 | $185K | Hold |
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|
2020
Q2 | $181K | Buy |
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