Private Wealth Partners’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 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.64M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $294K | Sell |
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|
2017
Q4 | $319K | Hold |
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|
2017
Q3 | $329K | Sell |
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|
2017
Q2 | $326K | Sell |
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|
2017
Q1 | $327K | Buy |
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|
2016
Q4 | $311K | Sell |
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|
2016
Q3 | $838K | Sell |
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|
2016
Q2 | $969K | Buy |
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|
2016
Q1 | $1M | Sell |
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|
2015
Q4 | $995K | Buy |
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|
2015
Q3 | $533K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.65M | Sell |
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|
2014
Q2 | $1.94M | Buy |
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|
2014
Q1 | $1.96M | Buy |
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|
2013
Q4 | $1.21M | Sell |
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|
2013
Q3 | $1.03M | Hold |
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|
2013
Q2 | $1.02M | Buy |
|