Valued Wealth Advisors’s Carlyle Group CG Stock Holding History

Valued Wealth Advisors’s Portfolio CG Stock Details CG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$828	Hold
2025 Q3	$878	Hold
2025 Q2	$720	Hold
2025 Q1	$611	Hold
2024 Q4	$707	Hold
2024 Q3	$603	Hold
2024 Q2	$563	Hold
2024 Q1	$657	Buy