Envestnet 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 | $39.1M | Sell |
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|
2025
Q2 | $32.5M | Buy |
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|
2025
Q1 | $24.3M | Buy |
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|
2024
Q4 | $24.6M | Buy |
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|
2024
Q3 | $17.9M | Buy |
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|
2024
Q2 | $14.6M | Sell |
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|
2024
Q1 | $18.6M | Buy |
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|
2023
Q4 | $13.7M | Buy |
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|
2023
Q3 | $9.29M | Buy |
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|
2023
Q2 | $7.7M | Buy |
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|
2023
Q1 | $5.64M | Buy |
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|
2022
Q4 | $1.87M | Buy |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $2.67M | Buy |
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|
2021
Q4 | $2.94M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $874K | Buy |
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|
2021
Q1 | $260K | Sell |
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|
2020
Q4 | $223K | Buy |
|