Bartlett & Co 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 | $51.4K | Hold |
1,001
| – | – | ﹤0.01% | 652 |
|
|
2025
Q1 | $43.6K | Hold |
1,001
| – | – | ﹤0.01% | 675 |
|
|
2024
Q4 | $50.5K | Hold |
1,001
| – | – | ﹤0.01% | 652 |
|
|
2024
Q3 | $43.1K | Hold |
1,001
| – | – | ﹤0.01% | 682 |
|
|
2024
Q2 | $40.2K | Sell |
1,001
-100
| -9% | -$4.01K | ﹤0.01% | 692 |
|
|
2024
Q1 | $51.6K | Hold |
1,101
| – | – | ﹤0.01% | 658 |
|
|
2023
Q4 | $45.9K | Hold |
1,101
| – | – | ﹤0.01% | 721 |
|
|
2023
Q3 | $33.2K | Hold |
1,101
| – | – | ﹤0.01% | 727 |
|
|
2023
Q2 | $35.2K | Buy |
+1,101
| New | +$35.2K | ﹤0.01% | 725 |
|