Tower View 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 | $141K | Buy |
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|
2025
Q2 | $115K | Buy |
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|
2025
Q1 | $96.5K | Buy |
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|
2024
Q4 | $111K | Buy |
|
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|
2024
Q3 | $94.1K | Buy |
|
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|
2024
Q2 | $87K | Buy |
|
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|
2024
Q1 | $101K | Buy |
|
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|
2023
Q4 | $87K | Buy |
|
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|
2023
Q3 | $64K | Buy |
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|
2023
Q2 | $67K | Buy |
|
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|
2023
Q1 | $64K | Buy |
|
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|
2022
Q4 | $61K | Buy |
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|
2022
Q3 | $52K | Buy |
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|
2022
Q2 | $63K | Hold |
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|
2022
Q1 | $98K | Hold |
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|
2021
Q4 | $110K | Hold |
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|
2021
Q3 | $95K | Buy |
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