Compagnie Lombard Odier SCmA’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
Q2 | $5.5M | Hold |
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|
2025
Q1 | $4.66M | Hold |
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|
2024
Q4 | $5.4M | Hold |
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|
2024
Q3 | $4.61M | Hold |
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|
2024
Q2 | $4.3M | Hold |
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|
2024
Q1 | $5.02M | Hold |
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|
2023
Q4 | $4.35M | Hold |
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|
2023
Q3 | $3.23M | Hold |
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|
2023
Q2 | $3.42M | Hold |
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|
2023
Q1 | $3.32M | Sell |
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|
2022
Q4 | $3.3M | Buy |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q2 | $3.39M | Hold |
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|
2022
Q1 | $5.23M | Hold |
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|
2021
Q4 | $5.87M | Hold |
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|
2021
Q3 | $5.06M | Hold |
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|
2021
Q2 | $4.97M | Hold |
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|
2021
Q1 | $3.93M | Sell |
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|
2020
Q4 | $5.26M | Buy |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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