Ownership history in Western Financial Corp/CA · 10 quarters on record
This page tracks every 13F SEC filing in which Western Financial Corp/CA reported a position in META PLATFORMS INC (META). 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 | 3,135 | -615 | -16.4% | 0.82% | $2.1M | $659.53 |
| 2025 Q3 | ADDED | 3,750 | +17 | +0.5% | 1.20% | $2.8M | $733.15 |
| 2025 Q2 | REDUCED | 3,733 | -4,257 | -53.3% | 1.48% | $2.8M | $736.36 |
| 2025 Q1 | ADDED | 7,990 | +510 | +6.8% | 2.68% | $4.6M | $574.57 |
| 2024 Q4 | REDUCED | 7,480 | -147 | -1.9% | 2.41% | $4.4M | $583.17 |
| 2024 Q3 | ADDED | 7,627 | +1,201 | +18.7% | 2.48% | $4.4M | $569.69 |
| 2024 Q2 | REDUCED | 6,426 | -20 | -0.3% | 1.96% | $3.2M | $501.32 |
| 2024 Q1 | REDUCED | 6,446 | -270 | -4.0% | 1.92% | $3.1M | $482.31 |
| 2023 Q4 | REDUCED | 6,716 | -28 | -0.4% | 1.59% | $2.4M | $351.20 |
| 2023 Q3 | INITIATED | 6,744 | — | — | 1.48% | $2.0M | — |
As of 2025 Q4 — sorted by position size