EWM
CG icon

Evermay Wealth Management’s Carlyle Group CG Stock Holding History

Evermay Wealth Management’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-248
Closed -$12.5K – 584
2024
Q4 		$12.5K Hold
248
– – ﹤0.01% 421
2024
Q3 		$10.7K Sell
248
-60
-19% -$2.52K ﹤0.01% 456
2024
Q2 		$12.4K Hold
308
– – ﹤0.01% 436
2024
Q1 		$14.4K Hold
308
– – ﹤0.01% 440
2023
Q4 		$12.5K Hold
308
– – ﹤0.01% 432
2023
Q3 		$9.29K Hold
308
– – ﹤0.01% 437
2023
Q2 		$9.84K Hold
308
– – ﹤0.01% 430
2023
Q1 		$9.57K Hold
308
– – ﹤0.01% 425
2022
Q4 		$9.19K Buy
+308
New +$8.79K ﹤0.01% 425

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