YHB Investment Advisors’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,065
| Closed | -$256K | – | 291 |
|
|
2024
Q4 | $256K | Hold |
5,065
| – | – | 0.02% | 252 |
|
|
2024
Q3 | $218K | Hold |
5,065
| – | – | 0.02% | 274 |
|
|
2024
Q2 | $203K | Buy |
5,065
+100
| +2% | +$4.02K | 0.02% | 275 |
|
|
2024
Q1 | $233K | Hold |
4,965
| – | – | 0.02% | 254 |
|
|
2023
Q4 | $202K | Buy |
+4,965
| New | +$202K | 0.02% | 262 |
|