MassMutual Private Wealth & Trust’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 | $29.9K | Buy |
582
+96
| +20% | +$4.93K | ﹤0.01% | 946 |
|
2025
Q1 | $21.2K | Buy |
486
+240
| +98% | +$10.5K | ﹤0.01% | 1007 |
|
2024
Q4 | $12.4K | Buy |
246
+119
| +94% | +$6.01K | ﹤0.01% | 1175 |
|
2024
Q3 | $5.47K | Buy |
127
+20
| +19% | +$861 | ﹤0.01% | 1347 |
|
2024
Q2 | $4.3K | Hold |
107
| – | – | ﹤0.01% | 1369 |
|
2024
Q1 | $5.02K | Buy |
107
+68
| +174% | +$3.19K | ﹤0.01% | 1277 |
|
2023
Q4 | $1.59K | Sell |
39
-570
| -94% | -$23.2K | ﹤0.01% | 1579 |
|
2023
Q3 | $18.4K | Buy |
609
+580
| +2,000% | +$17.5K | ﹤0.01% | 827 |
|
2023
Q2 | $927 | Sell |
29
-37
| -56% | -$1.18K | ﹤0.01% | 1675 |
|
2023
Q1 | $2.05K | Hold |
66
| – | – | ﹤0.01% | 1412 |
|
2022
Q4 | $2K | Sell |
66
-16
| -20% | -$485 | ﹤0.01% | 1229 |
|
2022
Q3 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 1188 |
|