JRM Investment Counsel’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
$3.4M Buy
2015
Q3
Sell
2015
Q2
$955K Hold
2015
Q1
$919K Buy
2014
Q4
$850K Buy