A detailed history of Bogart Wealth, LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,546 shares of CG stock, worth $81,149. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,546
Previous 1,546 -0.0%
Holding current value
$81,149
Previous $66,000 18.18%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2024

BUY
$37.24 - $49.74 $37 - $49
1 Added 0.06%
1,546 $66,000
Q2 2024

Jul 31, 2024

BUY
$39.05 - $47.85 $39 - $47
1 Added 0.06%
1,545 $62,000
Q4 2023

Feb 06, 2024

SELL
$27.54 - $41.99 $1,459 - $2,225
-53 Reduced 3.32%
1,544 $62,000
Q3 2023

Oct 30, 2023

BUY
$29.13 - $35.71 $2,097 - $2,571
72 Added 4.72%
1,597 $48,000
Q2 2023

Jul 28, 2023

SELL
$25.72 - $31.95 $1,903 - $2,364
-74 Reduced 4.63%
1,525 $48,000
Q1 2023

Apr 21, 2023

BUY
$29.99 - $37.76 $2,219 - $2,794
74 Added 4.85%
1,599 $49,000
Q3 2022

Nov 03, 2022

SELL
$19.47 - $38.91 $1,382 - $2,762
-71 Reduced 4.45%
1,525 $39,000
Q2 2022

Jul 22, 2022

BUY
$31.64 - $49.42 $2,278 - $3,558
72 Added 4.72%
1,596 $51,000
Q1 2022

Apr 22, 2022

BUY
$40.59 - $55.57 $61,859 - $84,688
1,524 New
1,524 $75,000

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 $19B
  • 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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