Wealth Enhancement Advisory Services’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 | $7.81M | Buy |
43,909
+927
| +2% | +$165K | 0.01% | 715 |
|
2025
Q1 | $6.3M | Sell |
42,982
-502
| -1% | -$73.6K | 0.01% | 739 |
|
2024
Q4 | $7.7M | Buy |
43,484
+63
| +0.1% | +$11.2K | 0.01% | 641 |
|
2024
Q3 | $6.77M | Sell |
43,421
-5,809
| -12% | -$905K | 0.01% | 632 |
|
2024
Q2 | $6.56M | Sell |
49,230
-275
| -0.6% | -$36.7K | 0.02% | 612 |
|
2024
Q1 | $6.58M | Sell |
49,505
-12,198
| -20% | -$1.62M | 0.02% | 601 |
|
2023
Q4 | $7.34M | Sell |
61,703
-2,373
| -4% | -$282K | 0.02% | 500 |
|
2023
Q3 | $6.59M | Buy |
64,076
+53,848
| +526% | +$5.54M | 0.02% | 506 |
|
2023
Q2 | $985K | Sell |
10,228
-1,568
| -13% | -$151K | 0.01% | 265 |
|
2023
Q1 | $984K | Buy |
+11,796
| New | +$984K | 0.01% | 307 |
|
2022
Q2 | – | Sell |
-18,923
| Closed | -$1.6M | – | 328 |
|
2022
Q1 | $1.6M | Buy |
18,923
+881
| +5% | +$74.3K | 0.02% | 201 |
|
2021
Q4 | $1.43M | Buy |
18,042
+2,554
| +16% | +$202K | 0.02% | 188 |
|
2021
Q3 | $1.31M | Buy |
+15,488
| New | +$1.31M | 0.02% | 183 |
|