A detailed history of Visionary Wealth Advisors transactions in Carlyle Group Inc. stock. As of the latest transaction made, Visionary Wealth Advisors holds 7,451 shares of CG stock, worth $380,671. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,451
Previous 7,748 3.83%
Holding current value
$380,671
Previous $311,000 2.89%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$37.24 - $49.74 $11,060 - $14,772
-297 Reduced 3.83%
7,451 $320,000
Q2 2024

Aug 13, 2024

SELL
$39.05 - $47.85 $3,787 - $4,641
-97 Reduced 1.24%
7,748 $311,000
Q4 2023

Feb 14, 2024

SELL
$27.54 - $41.99 $1,239 - $1,889
-45 Reduced 0.57%
7,845 $319,000
Q3 2023

Nov 13, 2023

SELL
$29.13 - $35.71 $8,739 - $10,713
-300 Reduced 3.66%
7,890 $237,000
Q2 2023

Aug 11, 2023

SELL
$25.72 - $31.95 $18,004 - $22,365
-700 Reduced 7.87%
8,190 $261,000
Q1 2023

May 15, 2023

BUY
$29.99 - $37.76 $1,499 - $1,888
50 Added 0.57%
8,890 $276,000
Q4 2022

Feb 13, 2023

BUY
$25.33 - $31.76 $5,066 - $6,352
200 Added 2.31%
8,840 $264,000
Q3 2022

Nov 14, 2022

SELL
$19.47 - $38.91 $18,963 - $37,898
-974 Reduced 10.13%
8,640 $223,000
Q2 2022

Aug 12, 2022

BUY
$31.64 - $49.42 $20,914 - $32,666
661 Added 7.38%
9,614 $304,000
Q1 2022

May 12, 2022

BUY
$40.59 - $55.57 $127,371 - $174,378
3,138 Added 53.96%
8,953 $438,000
Q4 2021

Feb 14, 2022

SELL
$46.55 - $60.14 $9,310 - $12,028
-200 Reduced 3.33%
5,815 $319,000
Q3 2021

Nov 12, 2021

SELL
$43.71 - $51.07 $8,742 - $10,214
-200 Reduced 3.22%
6,015 $284,000
Q1 2021

May 18, 2021

SELL
$31.03 - $37.41 $55,078 - $66,402
-1,775 Reduced 22.22%
6,215 $228,000
Q4 2020

Feb 16, 2021

BUY
$24.88 - $31.44 $198,791 - $251,205
7,990 New
7,990 $251,000
Q3 2020

Nov 16, 2020

SELL
$23.57 - $29.61 $180,664 - $226,960
-7,665 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$19.71 - $30.94 $151,077 - $237,155
7,665 New
7,665 $214,000

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 $18.5B
  • 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
Track This Portfolio

Track Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.