Wellington Shields & Co’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $95K | Sell |
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|
2025
Q4 | $124K | Hold |
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|
2025
Q3 | $132K | Hold |
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|
2025
Q2 | $108K | Sell |
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|
2025
Q1 | $101K | Hold |
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|
2024
Q4 | $117K | Buy |
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|
2024
Q3 | $75.1K | Buy |
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|
2024
Q2 | $59.2K | Sell |
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|
2024
Q1 | $80.9K | Sell |
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|
2023
Q4 | $103K | Hold |
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|
2023
Q3 | $76.2K | Hold |
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|
2023
Q2 | $80.8K | Sell |
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|
2023
Q1 | $105K | Sell |
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|
2022
Q4 | $110K | Sell |
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|
2022
Q3 | $121K | Sell |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $201K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $203K | Buy |
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