EdgeRock Capital’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 | $475K | Buy |
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|
2025
Q2 | $387K | Buy |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $379K | Hold |
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|
2024
Q3 | $323K | Buy |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $351K | Hold |
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|
2023
Q4 | $307K | Hold |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $239K | Hold |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $194K | Hold |
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|
2022
Q2 | $237K | Buy |
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