Wealth Enhancement Advisory Services’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 | $1.36M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $269K | Sell |
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|
2024
Q3 | $282K | Buy |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.45M | Buy |
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|
2021
Q4 | $3.41M | Buy |
|