Avalon Capital 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
Sell
-4,778
Closed -$208K 128
2025
Q1
$208K Hold
4,778
0.06% 119
2024
Q4
$241K Hold
4,778
0.08% 118
2024
Q3
$206K Buy
+4,778
New +$206K 0.06% 122