Bartlett & Co 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
Q4 | $47.9K | Sell |
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|
2025
Q3 | $62.8K | Hold |
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|
2025
Q2 | $51.4K | Hold |
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|
2025
Q1 | $43.6K | Hold |
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|
2024
Q4 | $50.5K | Hold |
|
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|
2024
Q3 | $43.1K | Hold |
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|
2024
Q2 | $40.2K | Sell |
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|
2024
Q1 | $51.6K | Hold |
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|
2023
Q4 | $45.9K | Hold |
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|
2023
Q3 | $33.2K | Hold |
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|
2023
Q2 | $35.2K | Buy |
|