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Whipplewood Advisors’s Carlyle Group CG Stock Holding History

Whipplewood Advisors’s Portfolio CG Stock Details CG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$565 Sell
11
-561
-98% -$28.8K ﹤0.01% 1107
2025
Q1 		$479 Buy
572
+561
+5,100% +$470 ﹤0.01% 1129
2024
Q4 		$555 Buy
+11
New +$555 ﹤0.01% 1101