Ownership history in Western Financial Corp/CA · 6 quarters on record
This page tracks every 13F SEC filing in which Western Financial Corp/CA reported a position in GOLDMAN SACHS GROUP INC (GS). 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 | 4,341 | -119 | -2.7% | 1.51% | $3.8M | $874.40 |
| 2025 Q3 | ADDED | 4,460 | +863 | +24.0% | 1.55% | $3.6M | $788.27 |
| 2025 Q2 | ADDED | 3,597 | +17 | +0.5% | 1.36% | $2.5M | $696.84 |
| 2025 Q1 | ADDED | 3,580 | +320 | +9.8% | 1.14% | $2.0M | $535.20 |
| 2024 Q4 | ADDED | 3,260 | +548 | +20.2% | 1.03% | $1.9M | $558.23 |
| 2024 Q3 | INITIATED | 2,712 | — | — | 0.76% | $1.3M | $480.29 |
As of 2025 Q4 — sorted by position size