Walled Lake Planning & 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	$354K	Buy	2,045 +10	+0.5%	+$1.73K	0.12%	93
2025 Q1	$298K	Buy	2,035 +82	+4%	+$12K	0.11%	99
2024 Q4	$346K	Buy	1,953 +496	+34%	+$87.8K	0.13%	91
2024 Q3	$227K	Buy	+1,457	New	+$227K	0.09%	115