A detailed history of Journey Strategic Wealth LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 12,328 shares of CG stock, worth $569,060. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,328
Previous 11,847 4.06%
Holding current value
$569,060
Previous $510,000 21.96%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

BUY
$43.2 - $54.81 $20,779 - $26,363
481 Added 4.06%
12,328 $622,000
Q3 2024

Nov 12, 2024

BUY
$37.24 - $49.74 $441,182 - $589,269
11,847 New
11,847 $510,000

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 $16.7B
  • 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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