Westbourne Investment Advisors’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 | $364K | Sell |
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|
2025
Q2 | $314K | Buy |
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|
2025
Q1 | $248K | Hold |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $221K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $284K | Buy |
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|
2021
Q4 | $313K | Hold |
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|
2021
Q3 | $269K | Sell |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $113K | Buy |
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