A detailed history of Spire Wealth Management transactions in Carlyle Group Inc. stock. As of the latest transaction made, Spire Wealth Management holds 4,941 shares of CG stock, worth $249,322. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,941
Previous 4,902 0.8%
Holding current value
$249,322
Previous $196,000 8.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024

BUY
$37.24 - $49.74 $1,452 - $1,939
39 Added 0.8%
4,941 $212,000
Q2 2024

Jul 31, 2024

SELL
$39.05 - $47.85 $8,200 - $10,048
-210 Reduced 4.11%
4,902 $196,000
Q1 2024

Apr 24, 2024

BUY
$38.45 - $47.62 $653 - $809
17 Added 0.33%
5,112 $239,000
Q4 2023

Feb 06, 2024

SELL
$27.54 - $41.99 $1,652 - $2,519
-60 Reduced 1.16%
5,095 $207,000
Q3 2023

Nov 08, 2023

BUY
$29.13 - $35.71 $349 - $428
12 Added 0.23%
5,155 $155,000
Q2 2023

Aug 09, 2023

BUY
$25.72 - $31.95 $55,117 - $68,468
2,143 Added 71.43%
5,143 $164,000
Q1 2023

May 09, 2023

SELL
$29.99 - $37.76 $3,028 - $3,813
-101 Reduced 3.26%
3,000 $93,000
Q4 2022

Feb 03, 2023

BUY
$25.33 - $31.76 $303 - $381
12 Added 0.39%
3,101 $93,000
Q3 2022

Nov 07, 2022

SELL
$19.47 - $38.91 $19,800 - $39,571
-1,017 Reduced 24.77%
3,089 $80,000
Q2 2022

Jul 22, 2022

BUY
$31.64 - $49.42 $32,431 - $50,655
1,025 Added 33.27%
4,106 $130,000
Q1 2022

Apr 18, 2022

SELL
$40.59 - $55.57 $60,316 - $82,577
-1,486 Reduced 32.54%
3,081 $151,000
Q4 2021

Jan 14, 2022

BUY
$46.55 - $60.14 $70,104 - $90,570
1,506 Added 49.2%
4,567 $251,000
Q3 2021

Oct 22, 2021

SELL
$43.71 - $51.07 $39,076 - $45,656
-894 Reduced 22.6%
3,061 $145,000
Q2 2021

Jul 26, 2021

SELL
$37.3 - $46.98 $74,338 - $93,631
-1,993 Reduced 33.51%
3,955 $184,000
Q1 2021

May 21, 2021

BUY
$31.03 - $37.41 $184,566 - $222,514
5,948 New
5,948 $219,000

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 $18.2B
  • 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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