Visionary Wealth Advisors’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
Q2 | $322K | Buy |
|
|||||
|
2025
Q1 | $273K | Sell |
|
|||||
|
2024
Q4 | $361K | Sell |
|
|||||
|
2024
Q3 | $321K | Sell |
|
|||||
|
2024
Q2 | $311K | Sell |
|
|||||
|
2024
Q1 | $368K | Hold |
|
|||||
|
2023
Q4 | $319K | Sell |
|
|||||
|
2023
Q3 | $238K | Sell |
|
|||||
|
2023
Q2 | $262K | Sell |
|
|||||
|
2023
Q1 | $276K | Buy |
|
|||||
|
2022
Q4 | $264K | Buy |
|
|||||
|
2022
Q3 | $223K | Sell |
|
|||||
|
2022
Q2 | $304K | Buy |
|
|||||
|
2022
Q1 | $438K | Buy |
|
|||||
|
2021
Q4 | $319K | Sell |
|
|||||
|
2021
Q3 | $284K | Sell |
|
|||||
|
2021
Q2 | $289K | Hold |
|
|||||
|
2021
Q1 | $228K | Sell |
|
|||||
|
2020
Q4 | $251K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $214K | Buy |
|