Arax Advisory Partners’s Carlyle Group CG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$388K Sell
2025
Q3
$650K Buy
2025
Q2
$23.4K Sell
2025
Q1
$26.2K Buy
2019
Q4
Sell
2019
Q3
$102K Buy
2019
Q2
$69K Buy
2018
Q4
$48K Hold
2018
Q3
$69K Buy