WSFS
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Wilmington Savings Fund Society’s Carlyle Group CG Stock Holding History

Wilmington Savings Fund Society’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 		$68.4K Sell
1,331
-260
-16% -$13.4K ﹤0.01% 1142
2025
Q1 		$69.4K Buy
1,591
+690
+77% +$30.1K ﹤0.01% 1120
2024
Q4 		$45.5K Buy
901
+890
+8,091% +$44.9K ﹤0.01% 1275
2024
Q3 		$474 Buy
+11
New +$474 ﹤0.01% 2015