Cresset Asset 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
Q3
$254K Buy
2025
Q1
Sell
2024
Q4
$286K Sell
2024
Q3
$493K Buy
2024
Q2
$376K Buy
2024
Q1
$419K Sell
2023
Q4
$388K Buy
2023
Q3
$203K Sell
2023
Q2
$219K Sell
2023
Q1
$430K Sell
2022
Q4
$375K Buy
2022
Q3
$446K Sell
2022
Q2
$547K Buy
2022
Q1
$639K Sell
2021
Q4
$836K Buy
2021
Q3
$700K Buy
2021
Q2
$688K Buy