Atticus Wealth Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9K | Hold |
250
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $10.9K | Hold |
250
| – | – | ﹤0.01% | 371 |
|
|
2024
Q4 | $12.6K | Hold |
250
| – | – | ﹤0.01% | 373 |
|
|
2024
Q3 | $10.8K | Hold |
250
| – | – | ﹤0.01% | 379 |
|
|
2024
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 385 |
|
|
2024
Q1 | $11.7K | Hold |
250
| – | – | ﹤0.01% | 377 |
|
|
2023
Q4 | $10.2K | Hold |
250
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $7.54K | Hold |
250
| – | – | ﹤0.01% | 432 |
|
|
2023
Q2 | $7.99K | Hold |
250
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $7.77K | Buy |
+250
| New | +$7.77K | ﹤0.01% | 401 |
|