A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,543 shares of CG stock, worth $330,159. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,543
Previous 6,377 2.6%
Holding current value
$330,159
Previous $256,000 9.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$37.24 - $49.74 $6,181 - $8,256
166 Added 2.6%
6,543 $281,000
Q2 2024

Jul 16, 2024

SELL
$39.05 - $47.85 $32,645 - $40,002
-836 Reduced 11.59%
6,377 $256,000
Q1 2024

Apr 15, 2024

SELL
$38.45 - $47.62 $24,569 - $30,429
-639 Reduced 8.14%
7,213 $338,000
Q4 2023

Jan 30, 2024

BUY
$27.54 - $41.99 $21,536 - $32,836
782 Added 11.06%
7,852 $319,000
Q3 2023

Nov 13, 2023

BUY
$29.13 - $35.71 $205,949 - $252,469
7,070 New
7,070 $213,000
Q2 2022

Jul 18, 2022

SELL
$31.64 - $49.42 $2.22 Million - $3.47 Million
-70,150 Closed
0 $0
Q1 2022

Apr 18, 2022

BUY
$40.59 - $55.57 $169,747 - $232,393
4,182 Added 6.34%
70,150 $3.45 Million
Q4 2021

Feb 08, 2022

BUY
$46.55 - $60.14 $3.07 Million - $3.97 Million
65,968 New
65,968 $3.41 Million

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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