Wealthcare Advisory Partners’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 | $1.71M | Buy |
9,889
+323
| +3% | +$55.9K | 0.04% | 360 |
|
|
2025
Q1 | $1.4M | Buy |
9,566
+134
| +1% | +$19.6K | 0.04% | 374 |
|
|
2024
Q4 | $1.67M | Buy |
9,432
+684
| +8% | +$121K | 0.05% | 311 |
|
|
2024
Q3 | $1.36M | Sell |
8,748
-455
| -5% | -$70.9K | 0.04% | 344 |
|
|
2024
Q2 | $1.23M | Buy |
9,203
+1,715
| +23% | +$229K | 0.04% | 332 |
|
|
2024
Q1 | $996K | Sell |
7,488
-247
| -3% | -$32.8K | 0.03% | 366 |
|
|
2023
Q4 | $920K | Buy |
7,735
+2,702
| +54% | +$321K | 0.04% | 331 |
|
|
2023
Q3 | $518K | Buy |
5,033
+23
| +0.5% | +$2.37K | 0.02% | 423 |
|
|
2023
Q2 | $483K | Buy |
5,010
+30
| +0.6% | +$2.89K | 0.02% | 455 |
|
|
2023
Q1 | $416K | Buy |
4,980
+2
| +0% | +$167 | 0.02% | 500 |
|
|
2022
Q4 | $341K | Sell |
4,978
-179
| -3% | -$12.3K | 0.02% | 503 |
|
|
2022
Q3 | $319K | Sell |
5,157
-20
| -0.4% | -$1.24K | 0.02% | 466 |
|
|
2022
Q2 | $294K | Buy |
5,177
+374
| +8% | +$21.2K | 0.02% | 430 |
|
|
2022
Q1 | $390K | Buy |
4,803
+658
| +16% | +$53.4K | 0.02% | 356 |
|
|
2021
Q4 | $337K | Buy |
+4,145
| New | +$337K | 0.02% | 414 |
|
|
2021
Q2 | – | Sell |
-29
| Closed | -$2K | – | 627 |
|
|
2021
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1844 |
|