Mirador Capital Partners’s Carlyle Group CG Stock Holding History

Mirador Capital Partners’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,059	Closed	-$240K	–	207
2025 Q4	$240K	Sell	4,059 -64	-2%	-$3.64K	0.03%	189
2025 Q3	$258K	Sell	4,123 -120	-3%	-$7.5K	0.04%	189
2025 Q2	$218K	Buy	+4,243	New	+$183K	0.04%	191
2025 Q1	–	Sell	-4,648	Closed	-$235K	–	200
2024 Q4	$235K	Buy	+4,648	New	+$236K	0.04%	176
2024 Q2	–	Sell	-4,666	Closed	-$219K	–	195
2024 Q1	$219K	Buy	+4,666	New	+$202K	0.04%	180
2023 Q3	–	Sell	-9,084	Closed	-$290K	–	188
2023 Q2	$290K	Sell	9,084 -286	-3%	-$8.36K	0.07%	160
2023 Q1	$291K	Sell	9,370 -541	-5%	-$18.1K	0.07%	151
2022 Q4	$296K	Sell	9,911 -2,217	-18%	-$63.3K	0.07%	151
2022 Q3	$313K	Sell	12,128 -499	-4%	-$16.4K	0.08%	152
2022 Q2	$400K	Buy	12,627 +307	+2%	+$11.8K	0.09%	134
2022 Q1	$603K	Buy	12,320 +368	+3%	+$17.6K	0.12%	124
2021 Q4	$656K	Buy	11,952 +1,596	+15%	+$86.9K	0.14%	120
2021 Q3	$490K	Buy	10,356 +358	+4%	+$17.2K	0.11%	135
2021 Q2	$465K	Buy	+9,998	New	+$425K	0.11%	144

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