Mission 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 | $323K | Buy |
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|
2025
Q2 | $264K | Buy |
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|
2025
Q1 | $223K | Sell |
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|
2024
Q4 | $259K | Buy |
|
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|
2024
Q3 | $216K | Hold |
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|
2024
Q2 | $201K | Hold |
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|
2024
Q1 | $235K | Hold |
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|
2023
Q4 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $334K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $226K | Buy |
|