Valued Wealth Advisors’s Carlyle Group CG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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