Birchbrook’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
$65 Hold
53
﹤0.01% 271
2025
Q1
$49 Hold
53
﹤0.01% 263
2024
Q4
$146 Hold
53
﹤0.01% 285
2024
Q3
$256 Hold
53
﹤0.01% 257
2024
Q2
$342 Hold
53
﹤0.01% 255
2024
Q1
$458 Hold
53
﹤0.01% 266
2023
Q4
$271 Buy
+53
New +$271 ﹤0.01% 296