A detailed history of Apollon Wealth Management, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 22,977 shares of CG stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,977
Previous 22,013 4.38%
Holding current value
$1.15 Million
Previous $883,000 12.0%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$37.24 - $49.74 $35,899 - $47,949
964 Added 4.38%
22,977 $989,000
Q2 2024

Jul 19, 2024

SELL
$39.05 - $47.85 $78,295 - $95,939
-2,005 Reduced 8.35%
22,013 $883,000
Q1 2024

May 02, 2024

BUY
$38.45 - $47.62 $13,957 - $17,286
363 Added 1.53%
24,018 $1.13 Million
Q4 2023

Feb 06, 2024

BUY
$27.54 - $41.99 $61,248 - $93,385
2,224 Added 10.38%
23,655 $962,000
Q3 2023

Nov 14, 2023

BUY
$29.13 - $35.71 $290,950 - $356,671
9,988 Added 87.28%
21,431 $646,000
Q2 2023

Aug 04, 2023

SELL
$25.72 - $31.95 $17,952 - $22,301
-698 Reduced 5.75%
11,443 $365,000
Q1 2023

May 15, 2023

SELL
$29.99 - $37.76 $32,809 - $41,309
-1,094 Reduced 8.27%
12,141 $377,000
Q4 2022

Feb 15, 2023

BUY
$25.33 - $31.76 $100,256 - $125,706
3,958 Added 42.66%
13,235 $394,000
Q3 2022

Nov 08, 2022

BUY
$19.47 - $38.91 $26,323 - $52,606
1,352 Added 17.06%
9,277 $240,000
Q2 2022

Aug 11, 2022

BUY
$31.64 - $49.42 $1,708 - $2,668
54 Added 0.69%
7,925 $251,000
Q1 2022

May 16, 2022

BUY
$40.59 - $55.57 $405 - $555
10 Added 0.13%
7,871 $385,000
Q4 2021

Feb 14, 2022

BUY
$46.55 - $60.14 $165,392 - $213,677
3,553 Added 82.47%
7,861 $432,000
Q3 2021

Nov 15, 2021

BUY
$43.71 - $51.07 $188,302 - $220,009
4,308 New
4,308 $204,000

Others Institutions Holding CG

About Carlyle Group Inc.


  • Ticker CG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 361,324,992
  • Market Cap $18.1B
  • Description
  • The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity pr...
More about CG
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