A detailed history of Triangle Securities Wealth Management transactions in Carlyle Group Inc. stock. As of the latest transaction made, Triangle Securities Wealth Management holds 9,020 shares of CG stock, worth $361,251. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,020
Previous 9,095 0.82%
Holding current value
$361,251
Previous $426,000 15.02%
% of portfolio
0.1%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024

SELL
$39.05 - $47.85 $2,928 - $3,588
-75 Reduced 0.82%
9,020 $362,000
Q1 2024

Apr 10, 2024

SELL
$38.45 - $47.62 $2,883 - $3,571
-75 Reduced 0.82%
9,095 $426,000
Q4 2023

Jan 10, 2024

BUY
$27.54 - $41.99 $30,294 - $46,189
1,100 Added 13.63%
9,170 $373,000
Q2 2023

Jul 13, 2023

SELL
$25.72 - $31.95 $3,215 - $3,993
-125 Reduced 1.53%
8,070 $257,000
Q1 2023

Apr 20, 2023

BUY
$29.99 - $37.76 $5,998 - $7,552
200 Added 2.5%
8,195 $254,000
Q4 2022

Jan 11, 2023

BUY
$25.33 - $31.76 $202,513 - $253,921
7,995 New
7,995 $0

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 $14.5B
  • 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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