Private Trust Company’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
$130K Buy
2025
Q2
$30.3K Sell
2025
Q1
$27.7K Buy
2024
Q4
$15.9K Hold
2024
Q3
$13.6K Buy
2023
Q1
Sell
2022
Q4
$1K Sell
2022
Q3
$2K Buy
2022
Q2
$1K Buy