Venturi 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 | $461K | Sell |
2,661
-39
| -1% | -$6.76K | 0.02% | 340 |
|
|
2025
Q1 | $396K | Buy |
2,700
+36
| +1% | +$5.28K | 0.02% | 372 |
|
|
2024
Q4 | $472K | Buy |
2,664
+2,502
| +1,544% | +$443K | 0.02% | 351 |
|
|
2024
Q3 | $25.2K | Buy |
162
+17
| +12% | +$2.65K | ﹤0.01% | 957 |
|
|
2024
Q2 | $19.3K | Sell |
145
-1,000
| -87% | -$133K | ﹤0.01% | 947 |
|
|
2024
Q1 | $152K | Sell |
1,145
-38
| -3% | -$5.05K | 0.01% | 373 |
|
|
2023
Q4 | $141K | Buy |
1,183
+183
| +18% | +$21.8K | 0.01% | 375 |
|
|
2023
Q3 | $103K | Hold |
1,000
| – | – | 0.01% | 399 |
|
|
2023
Q2 | $96.4K | Hold |
1,000
| – | – | 0.01% | 375 |
|
|
2023
Q1 | $83.4K | Buy |
+1,000
| New | +$83.4K | 0.01% | 422 |
|