Annis Gardner Whiting Capital Advisors’s Carlyle Group CG Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.19K	Hold
2025 Q2	$1.8K	Buy
2025 Q1	–	Sell
2024 Q4	$8.94K	Hold
2024 Q3	$7.62K	Sell
2024 Q2	$105K	Hold
2024 Q1	$123K	Buy