A detailed history of Carolinas Wealth Consulting LLC transactions in Compass Diversified Holdings stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 3,000 shares of CODI stock, worth $69,690. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,000
Previous 3,000 -0.0%
Holding current value
$69,690
Previous $65,000 1.54%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$21.34 - $24.56 $41,207 - $47,425
-1,931 Reduced 39.16%
3,000 $72,000
Q3 2023

Nov 14, 2023

BUY
$18.59 - $22.75 $37 - $45
2 Added 0.04%
4,931 $92,000
Q2 2023

Aug 14, 2023

SELL
$18.15 - $21.8 $181 - $218
-10 Reduced 0.2%
4,929 $106,000
Q1 2023

May 15, 2023

BUY
$18.03 - $22.59 $126 - $158
7 Added 0.14%
4,939 $94,000
Q4 2022

Feb 14, 2023

BUY
$16.43 - $21.67 $213 - $281
13 Added 0.26%
4,932 $89,000
Q2 2022

Aug 16, 2022

BUY
$20.67 - $25.25 $101,675 - $124,204
4,919 New
4,919 $5,000

Others Institutions Holding CODI

About Compass Diversified Holdings


  • Ticker CODI
  • Exchange NYSE
  • Sector Industrials
  • Industry Conglomerates
  • Shares Outstandng 71,725,504
  • Market Cap $1.67B
  • Description
  • Compass Diversified is a private equity firm specializing in add on acquisitions, buyouts, industry consolidation, recapitalization, late stage and middle market investments. It seeks to invest in niche industrial or branded consumer companies, manufacturing, distribution, consumer products, business services sector, safety & security, elect...
More about CODI
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