Spire Wealth Management’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 | $291K | Sell |
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|
2025
Q2 | $281K | Buy |
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|
2025
Q1 | $234K | Buy |
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|
2024
Q4 | $249K | Sell |
|
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|
2024
Q3 | $213K | Buy |
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|
2024
Q2 | $197K | Sell |
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|
2024
Q1 | $240K | Buy |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $156K | Buy |
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|
2023
Q2 | $164K | Buy |
|
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|
2023
Q1 | $93.2K | Sell |
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|
2022
Q4 | $93K | Buy |
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|
2022
Q3 | $80K | Sell |
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|
2022
Q2 | $130K | Buy |
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|
2022
Q1 | $151K | Sell |
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|
2021
Q4 | $251K | Buy |
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|
2021
Q3 | $145K | Sell |
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|
2021
Q2 | $184K | Sell |
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|
2021
Q1 | $219K | Buy |
|