AMG National Trust Bank’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$1.06M Sell
2024
Q3
$2.55M Sell
2024
Q2
$3.93M Sell
2024
Q1
$4.63M Buy
2023
Q4
$3.95M Sell
2023
Q3
$2.94M Buy