Number of Shares
20,000.00
Current Holdings Value*
$1.03 Mil
% of Portfolio
0.45%
Total Estimate Gain
$720,877.00
% of Total Estimate Gain
99.84%

HOERTKORN RICHARD CHARLES's The Carlyle Group Inc Holding Summary

As of 2025-06-30, HOERTKORN RICHARD CHARLES held 20,000.00 shares of The Carlyle Group Inc(CG), totaling $1.03 Mil. This investment constitutes 0.45% of their stock portfolio, and HOERTKORN RICHARD CHARLES now holds 0.01% of the outstanding The Carlyle Group Inc(CG) stock.

The initial trade took place in 2022Q4. And since then HOERTKORN RICHARD CHARLES has made 1 purchases of CG, at an average price of $28.54, for a total of 25,300.00 shares. In addition, there have been 4 sales at an average price of $43.93 for 5,300.00 shares. Based on historical transaction data and CG's current price of $60.51, HOERTKORN RICHARD CHARLES's estimated gain on his CG holdings is $720,877.00, reflecting a 99.84% gain to date.

HOERTKORN RICHARD CHARLES CG ($60.51) Holding Chart

HOERTKORN RICHARD CHARLES CG ($60.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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