WealthPlan Investment Management’s Ares Capital ARCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
62,276
+19,698
| +46% | +$433K | 0.1% | 158 |
|
|
2025
Q1 | $944K | Buy |
42,578
+1,809
| +4% | +$40.1K | 0.09% | 134 |
|
|
2024
Q4 | $892K | Sell |
40,769
-12,593
| -24% | -$276K | 0.09% | 134 |
|
|
2024
Q3 | $1.12M | Buy |
53,362
+1,614
| +3% | +$33.8K | 0.11% | 122 |
|
|
2024
Q2 | $1.08M | Buy |
51,748
+2,754
| +6% | +$57.4K | 0.16% | 95 |
|
|
2024
Q1 | $1.02M | Sell |
48,994
-1,545
| -3% | -$32.2K | 0.16% | 97 |
|
|
2023
Q4 | $1.01M | Buy |
50,539
+3,262
| +7% | +$65.3K | 0.16% | 99 |
|
|
2023
Q3 | $920K | Buy |
47,277
+32,987
| +231% | +$642K | 0.16% | 94 |
|
|
2023
Q2 | $269K | Sell |
14,290
-27,936
| -66% | -$525K | 0.08% | 119 |
|
|
2023
Q1 | $771K | Sell |
42,226
-20,741
| -33% | -$379K | 0.13% | 99 |
|
|
2022
Q4 | $1.24M | Sell |
62,967
-31,043
| -33% | -$612K | 0.09% | 164 |
|
|
2022
Q3 | $1.76M | Buy |
+94,010
| New | +$1.76M | 0.13% | 120 |
|
|
2022
Q1 | $1.73M | Buy |
+85,349
| New | +$1.73M | 0.12% | 127 |
|