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Carlyle Group shares owned by Western Pacific Wealth Management

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Western Pacific Wealth Management from 13F filings

Historical chart of Western Pacific Wealth Management investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Western Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlyle Group by Western Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $141k 3.3k 43.06
2024-06-30 $119k 3.0k 40.15
2024-03-31 $115k 2.4k 46.91
2023-12-31 $87k 2.1k 40.69
2023-09-30 $53k 1.7k 30.16
2023-06-30 $51k 1.6k 31.95
2023-03-31 $35k 1.1k 31.06