HOERTKORN RICHARD CHARLES CG Holdings History
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 $59.71, HOERTKORN RICHARD CHARLES's estimated gain on his CG holdings is $704,977.00, reflecting a 97.63% gain to date.
HOERTKORN RICHARD CHARLES CG ($59.71) Holding Chart
HOERTKORN RICHARD CHARLES CG ($59.71) 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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