AWM
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Activest Wealth Management’s Carlyle Group CG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3
Closed -$131 1113
2025
Q1
$131 Buy
3
+2
+200% +$87 ﹤0.01% 955
2024
Q4
$50 Buy
+1
New +$50 ﹤0.01% 747