Johnson Financial Group Inc (Wisconsin)’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-951
| Closed | -$41.5K | – | 739 |
|
|
2025
Q1 | $41.5K | Hold |
951
| – | – | ﹤0.01% | 648 |
|
|
2024
Q4 | $53.4K | Buy |
+951
| New | +$53.4K | ﹤0.01% | 484 |
|
|
2023
Q4 | – | Sell |
-167
| Closed | -$5.04K | – | 938 |
|
|
2023
Q3 | $5.04K | Sell |
167
-342
| -67% | -$10.3K | ﹤0.01% | 563 |
|
|
2023
Q2 | $16.3K | Buy |
509
+261
| +105% | +$8.34K | ﹤0.01% | 511 |
|
|
2023
Q1 | $7.7K | Buy |
248
+29
| +13% | +$901 | ﹤0.01% | 535 |
|
|
2022
Q4 | $6.54K | Hold |
219
| – | – | ﹤0.01% | 523 |
|
|
2022
Q3 | $6K | Buy |
+219
| New | +$6K | ﹤0.01% | 519 |
|