Ownership history in Western Financial Corp/CA · 7 quarters on record
This page tracks every 13F SEC filing in which Western Financial Corp/CA reported a position in AMERICAN EXPRESS CO (AXP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,867 | -159 | -1.6% | 1.45% | $3.7M | $369.13 |
| 2025 Q3 | ADDED | 10,026 | +2,450 | +32.3% | 1.45% | $3.3M | $330.59 |
| 2025 Q2 | ADDED | 7,576 | +90 | +1.2% | 1.30% | $2.4M | $316.67 |
| 2025 Q1 | ADDED | 7,486 | +1,156 | +18.3% | 1.17% | $2.0M | $266.22 |
| 2024 Q4 | ADDED | 6,330 | +386 | +6.5% | 1.03% | $1.9M | $292.98 |
| 2024 Q3 | ADDED | 5,944 | +1,322 | +28.6% | 0.91% | $1.6M | $267.02 |
| 2024 Q2 | INITIATED | 4,622 | — | — | 0.65% | $1.1M | — |
As of 2025 Q4 — sorted by position size