Moisand Fitzgerald Tamayo’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 | $148 | Hold |
121
| – | – | ﹤0.01% | 569 |
|
|
2025
Q1 | $111 | Hold |
121
| – | – | ﹤0.01% | 575 |
|
|
2024
Q4 | $332 | Hold |
121
| – | – | ﹤0.01% | 575 |
|
|
2024
Q3 | $584 | Hold |
121
| – | – | ﹤0.01% | 582 |
|
|
2024
Q2 | $781 | Hold |
121
| – | – | ﹤0.01% | 547 |
|
|
2024
Q1 | $1.05K | Hold |
121
| – | – | ﹤0.01% | 523 |
|
|
2023
Q4 | $619 | Buy |
+121
| New | +$619 | ﹤0.01% | 599 |
|