Fort Point Capital Partners’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 | – | Sell |
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|
2025
Q2 | $258K | Sell |
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|
2025
Q1 | $228K | Hold |
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|
2024
Q4 | $264K | Sell |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $303K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $448K | Buy |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $353K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $579K | Buy |
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|
2021
Q3 | $432K | Buy |
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