Bartlett & Co Wealth Management’s Carlyle Group CG Stock Holding History

Bartlett & Co Wealth Management’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$62.8K	Hold
2025 Q2	$51.4K	Hold
2025 Q1	$43.6K	Hold
2024 Q4	$50.5K	Hold
2024 Q3	$43.1K	Hold
2024 Q2	$40.2K	Sell
2024 Q1	$51.6K	Hold
2023 Q4	$45.9K	Hold
2023 Q3	$33.2K	Hold
2023 Q2	$35.2K	Buy