Wedmont Private Capital’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
$332K Buy
5,831
+196
+3% +$11.1K 0.01% 538
2025
Q1
$204K Buy
5,635
+1,244
+28% +$45.1K 0.01% 661
2024
Q4
$221K Buy
+4,391
New +$221K 0.01% 637