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Advisor OS’s Carlyle Group CG Stock Holding History

Advisor OS’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$337K Hold
6,552
– – 0.03% 330
2025
Q1 		$286K Buy
6,552
+1,033
+19% +$45K 0.03% 338
2024
Q4 		$279K Buy
+5,519
New +$279K 0.03% 340