Venturi Wealth Management’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 | $425K | Hold |
|
|||||
|
2025
Q2 | $461K | Sell |
|
|||||
|
2025
Q1 | $396K | Buy |
|
|||||
|
2024
Q4 | $472K | Buy |
|
|||||
|
2024
Q3 | $25.2K | Buy |
|
|||||
|
2024
Q2 | $19.3K | Sell |
|
|||||
|
2024
Q1 | $152K | Sell |
|
|||||
|
2023
Q4 | $141K | Buy |
|
|||||
|
2023
Q3 | $103K | Hold |
|
|||||
|
2023
Q2 | $96.3K | Hold |
|
|||||
|
2023
Q1 | $83.4K | Buy |
|