Pictet North America Advisors’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 | $306K | Hold |
5,950
| – | – | 0.03% | 126 |
|
|
2025
Q1 | $259K | Hold |
5,950
| – | – | 0.03% | 128 |
|
|
2024
Q4 | $300K | Hold |
5,950
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $256K | Hold |
5,950
| – | – | 0.03% | 130 |
|
|
2024
Q2 | $239K | Hold |
5,950
| – | – | 0.03% | 131 |
|
|
2024
Q1 | $279K | Hold |
5,950
| – | – | 0.03% | 132 |
|
|
2023
Q4 | $242K | Buy |
+5,950
| New | +$242K | 0.03% | 124 |
|