Moneta Group Investment Advisors’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
Q4 | $346K | Sell |
|
|||||
|
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 |
|