Waterfront Wealth’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 | $1.51M | Hold |
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|
2025
Q2 | $1.34M | Hold |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.32M | Sell |
|
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|
2024
Q3 | $1.34M | Hold |
|
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|
2024
Q2 | $1.05M | Sell |
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|
2024
Q1 | $1.26M | Sell |
|
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|
2023
Q4 | $1.14M | Buy |
|
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|
2023
Q3 | $774K | Hold |
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|
2023
Q2 | $972K | Hold |
|
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|
2023
Q1 | $865K | Hold |
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|
2022
Q4 | $986K | Sell |
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|
2022
Q3 | $814K | Hold |
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|
2022
Q2 | $900K | Hold |
|
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|
2022
Q1 | $1.27M | Hold |
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|
2021
Q4 | $1.56M | Buy |
|