Moneta Group Investment Advisors’s Carlyle Group CG Stock Holding History

Moneta Group Investment Advisors’s Portfolio CG Stock Details CG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$446K	Sell
2025 Q2	$370K	Sell
2025 Q1	$348K	Sell
2024 Q4	$496K	Buy
2024 Q3	$348K	Sell
2024 Q2	$422K	Buy
2024 Q1	$282K	Sell
2023 Q4	$307K	Buy
2023 Q3	–	Sell
2023 Q2	$297K	Buy
2023 Q1	$272K	Buy