A detailed history of Western Pacific Wealth Management, LP transactions in Carlyle Group Inc. stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 2,447 shares of CG stock, worth $98,589. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,447
Previous 2,134 14.67%
Holding current value
$98,589
Previous $86,000 32.56%
% of portfolio
0.08%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$38.45 - $47.62 $12,034 - $14,905
313 Added 14.67%
2,447 $114,000
Q4 2023

Feb 09, 2024

BUY
$27.54 - $41.99 $10,768 - $16,418
391 Added 22.43%
2,134 $86,000
Q3 2023

Oct 26, 2023

BUY
$29.13 - $35.71 $3,932 - $4,820
135 Added 8.4%
1,743 $52,000
Q2 2023

Aug 08, 2023

BUY
$25.72 - $31.95 $12,551 - $15,591
488 Added 43.57%
1,608 $51,000
Q1 2023

May 11, 2023

BUY
$29.99 - $37.76 $33,588 - $42,291
1,120 New
1,120 $34,000

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 $14.6B
  • 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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