NewEdge Wealth’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 | $460K | Buy |
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|
2025
Q2 | $542K | Buy |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $407K | Buy |
|
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|
2024
Q3 | $345K | Buy |
|
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|
2024
Q2 | $319K | Sell |
|
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|
2024
Q1 | $747K | Buy |
|
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|
2023
Q4 | $318K | Sell |
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|
2023
Q3 | $237K | Buy |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $232K | Sell |
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|
2022
Q1 | $3.64M | Buy |
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|
2021
Q4 | $432K | Buy |
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