Crewe Advisors’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
$103 Hold
2
﹤0.01% 730
2025
Q1
$88 Hold
2
﹤0.01% 703
2024
Q4
$101 Hold
2
﹤0.01% 638
2024
Q3
$87 Buy
+2
New +$87 ﹤0.01% 707