Mirador Capital Partners’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
$218K Buy
+4,243
New +$218K 0.04% 191
2025
Q1
Sell
-4,648
Closed -$235K 200
2024
Q4
$235K Buy
+4,648
New +$235K 0.04% 176
2024
Q2
Sell
-4,666
Closed -$219K 195
2024
Q1
$219K Buy
+4,666
New +$219K 0.04% 180
2023
Q3
Sell
-9,084
Closed -$290K 188
2023
Q2
$290K Sell
9,084
-286
-3% -$9.14K 0.07% 160
2023
Q1
$291K Sell
9,370
-541
-5% -$16.8K 0.07% 151
2022
Q4
$296K Sell
9,911
-2,217
-18% -$66.2K 0.07% 151
2022
Q3
$313K Sell
12,128
-499
-4% -$12.9K 0.08% 152
2022
Q2
$400K Buy
12,627
+307
+2% +$9.73K 0.09% 134
2022
Q1
$603K Buy
12,320
+368
+3% +$18K 0.12% 124
2021
Q4
$656K Buy
11,952
+1,596
+15% +$87.6K 0.14% 120
2021
Q3
$490K Buy
10,356
+358
+4% +$16.9K 0.11% 135
2021
Q2
$465K Buy
+9,998
New +$465K 0.11% 144