A detailed history of Westbourne Investment Advisors, Inc. transactions in Carlyle Group Inc. stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 5,700 shares of CG stock, worth $287,622. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,700
Previous 5,500 3.64%
Holding current value
$287,622
Previous $221,000 10.86%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 29, 2024

BUY
$37.24 - $49.74 $7,448 - $9,948
200 Added 3.64%
5,700 $245,000
Q4 2023

Jan 17, 2024

BUY
$27.54 - $41.99 $151,470 - $230,945
5,500 New
5,500 $224,000
Q2 2022

Aug 04, 2022

SELL
$31.64 - $49.42 $183,512 - $286,636
-5,800 Closed
0 $0
Q1 2022

Jun 15, 2022

BUY
$40.59 - $55.57 $4,059 - $5,557
100 Added 1.75%
5,800 $284,000
Q3 2021

Oct 25, 2021

SELL
$43.71 - $51.07 $4,371 - $5,107
-100 Reduced 1.72%
5,700 $269,000
Q1 2021

Apr 27, 2021

BUY
$31.03 - $37.41 $179,974 - $216,977
5,800 New
5,800 $213,000

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 $18.2B
  • 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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