Perigon 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 | $200K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $12K | Sell |
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|
2017
Q2 | $1.63M | Buy |
|
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|
2017
Q1 | $1.26M | Hold |
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|
2016
Q4 | $1.26M | Sell |
|
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|
2016
Q3 | $1.34M | Buy |
|
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|
2016
Q2 | $992K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.54M | Buy |
|
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|
2015
Q2 | $2.58M | Sell |
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|
2015
Q1 | $2.48M | Buy |
|