Private Wealth Management Group’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 | $2.78K | Sell |
54
-54
| -50% | -$2.78K | ﹤0.01% | 979 |
|
|
2025
Q1 | $4.71K | Hold |
108
| – | – | ﹤0.01% | 755 |
|
|
2024
Q4 | $5.45K | Hold |
108
| – | – | ﹤0.01% | 704 |
|
|
2024
Q3 | $4.65K | Buy |
108
+44
| +69% | +$1.9K | ﹤0.01% | 762 |
|
|
2024
Q2 | $2.57K | Hold |
64
| – | – | ﹤0.01% | 962 |
|
|
2024
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 809 |
|
|
2023
Q4 | $2.61K | Buy |
+64
| New | +$2.61K | ﹤0.01% | 866 |
|