Weik Capital Management’s Carlyle Group CG Stock Holding History

Weik Capital Management’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
2023 Q2	–	Sell
2023 Q1	$608K	Sell
2022 Q4	$587K	Sell
2022 Q3	$532K	Hold
2022 Q2	$651K	Buy
2022 Q1	$788K	Buy
2021 Q4	$601K	Sell
2021 Q3	$527K	Hold
2021 Q2	$518K	Buy