Integrated Wealth Concepts’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 | $472K | Buy |
|
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|
2025
Q2 | $227K | Sell |
|
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|
2025
Q1 | $243K | Buy |
|
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|
2024
Q4 | $280K | Buy |
|
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|
2024
Q3 | $236K | Sell |
|
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|
2024
Q2 | $236K | Sell |
|
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|
2024
Q1 | $757K | Buy |
|
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|
2023
Q4 | $618K | Sell |
|
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|
2023
Q3 | $494K | Sell |
|
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|
2023
Q2 | $615K | Buy |
|
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|
2023
Q1 | $263K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $327K | Buy |
|
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|
2021
Q4 | $362K | Buy |
|
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|
2021
Q3 | $299K | Buy |
|