Williamson Legacy Group’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,294
| Closed | -$2.18M | – | 104 |
|
|
2024
Q4 | $2.18M | Buy |
12,294
+2,929
| +31% | +$519K | 1.45% | 7 |
|
|
2024
Q3 | $1.46M | Sell |
9,365
-5,120
| -35% | -$798K | 0.98% | 13 |
|
|
2024
Q2 | $1.93M | Sell |
14,485
-101
| -0.7% | -$13.5K | 1.44% | 16 |
|
|
2024
Q1 | $1.94M | Buy |
14,586
+517
| +4% | +$68.8K | 1.5% | 14 |
|
|
2023
Q4 | $1.67M | Buy |
+14,069
| New | +$1.67M | 1.55% | 14 |
|