Private Wealth Management Group’s Carlyle Group CG Stock Holding History

Private Wealth Management Group’s Portfolio CG Stock Details CG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.39K	Hold
2025 Q2	$2.78K	Sell
2025 Q1	$4.71K	Hold
2024 Q4	$5.45K	Hold
2024 Q3	$4.65K	Buy
2024 Q2	$2.57K	Hold
2024 Q1	$3K	Hold
2023 Q4	$2.6K	Buy