Western Pacific Wealth Management’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $210K | Hold |
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|
2025
Q2 | $172K | Buy |
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|
2025
Q1 | $146K | Sell |
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|
2024
Q4 | $182K | Buy |
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|
2024
Q3 | $141K | Buy |
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|
2024
Q2 | $119K | Buy |
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|
2024
Q1 | $115K | Buy |
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|
2023
Q4 | $86.8K | Buy |
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|
2023
Q3 | $52.6K | Buy |
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|
2023
Q2 | $51.4K | Buy |
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|
2023
Q1 | $34.8K | Buy |
|