Apollon Wealth Management’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
Q3 | $1.51M | Buy |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $878K | Buy |
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|
2024
Q4 | $972K | Sell |
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|
2024
Q3 | $989K | Buy |
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|
2024
Q2 | $884K | Sell |
|
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|
2024
Q1 | $1.13M | Buy |
|
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|
2023
Q4 | $963K | Buy |
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|
2023
Q3 | $646K | Buy |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $385K | Buy |
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|
2021
Q4 | $432K | Buy |
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|
2021
Q3 | $204K | Buy |
|