Keebeck Wealth Management’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 | $442K | Hold |
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|
2025
Q2 | $363K | Hold |
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|
2025
Q1 | $308K | Hold |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $304K | Hold |
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|
2024
Q2 | $283K | Hold |
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|
2024
Q1 | $331K | Hold |
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|
2023
Q4 | $287K | Hold |
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|
2023
Q3 | $213K | Hold |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $345K | Hold |
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|
2021
Q4 | $387K | Hold |
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|
2021
Q3 | $334K | Hold |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $259K | Hold |
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|
2020
Q4 | $222K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $196K | Buy |
|