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