Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $986K | Hold |
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|
2025
Q2 | $808K | Hold |
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|
2025
Q1 | $685K | Hold |
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|
2024
Q4 | $794K | Hold |
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|
2024
Q3 | $677K | Hold |
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|
2024
Q2 | $631K | Hold |
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|
2024
Q1 | $737K | Hold |
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|
2023
Q4 | $640K | Hold |
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|
2023
Q3 | $474K | Hold |
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|
2023
Q2 | $502K | Hold |
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|
2023
Q1 | $488K | Hold |
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|
2022
Q4 | $469K | Hold |
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|
2022
Q3 | $406K | Sell |
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|
2022
Q2 | $503K | Hold |
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|
2022
Q1 | $778K | Hold |
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|
2021
Q4 | $873K | Hold |
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|
2021
Q3 | $752K | Hold |
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|
2021
Q2 | $739K | Hold |
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|
2021
Q1 | $584K | Sell |
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|
2020
Q4 | $504K | Sell |
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|
2020
Q3 | $397K | Hold |
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|
2020
Q2 | $449K | Sell |
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|
2020
Q1 | $355K | Hold |
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|
2019
Q4 | $526K | Hold |
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|
2019
Q3 | $419K | Sell |
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|
2019
Q2 | $382K | Hold |
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|
2019
Q1 | $309K | Sell |
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|
2018
Q4 | $277K | Hold |
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|
2018
Q3 | $397K | Hold |
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|
2018
Q2 | $375K | Hold |
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|
2018
Q1 | $376K | Sell |
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|
2017
Q4 | $410K | Buy |
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|
2017
Q3 | $304K | Hold |
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|
2017
Q2 | $255K | Hold |
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|
2017
Q1 | $206K | Sell |
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|
2016
Q4 | $198K | Buy |
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|
2016
Q3 | $163K | Buy |
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|
2016
Q2 | $73K | Buy |
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|
2016
Q1 | $27K | Buy |
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