Valued Wealth Advisors’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 | $720 | Hold |
14
| – | – | ﹤0.01% | 483 |
|
|
2025
Q1 | $611 | Hold |
14
| – | – | ﹤0.01% | 533 |
|
|
2024
Q4 | $707 | Hold |
14
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $603 | Hold |
14
| – | – | ﹤0.01% | 518 |
|
|
2024
Q2 | $563 | Hold |
14
| – | – | ﹤0.01% | 491 |
|
|
2024
Q1 | $657 | Buy |
+14
| New | +$657 | ﹤0.01% | 476 |
|