DiNuzzo Private Wealth’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 | $2.31K | Buy |
45
+6
| +15% | +$308 | ﹤0.01% | 575 |
|
|
2025
Q1 | $1.7K | Buy |
39
+1
| +3% | +$44 | ﹤0.01% | 647 |
|
|
2024
Q4 | $1.92K | Buy |
38
+6
| +19% | +$303 | ﹤0.01% | 616 |
|
|
2024
Q3 | $1.38K | Buy |
32
+7
| +28% | +$301 | ﹤0.01% | 745 |
|
|
2024
Q2 | $1K | Buy |
25
+5
| +25% | +$201 | ﹤0.01% | 796 |
|
|
2024
Q1 | $939 | Hold |
20
| – | – | ﹤0.01% | 754 |
|
|
2023
Q4 | $814 | Buy |
+20
| New | +$814 | ﹤0.01% | 787 |
|