Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 149 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| American Assets Trust, Inc. | 8,378,525 | reported | 29 May 2026 | tx 428+75,271,419−1,489,534 |
| WESTCORP /CA/ | 0 | reported | 01 Mar 2006 | tx 21+216,667−28,277,531 |
| WFS FINANCIAL INC | 0 | reported | 01 Mar 2006 | tx 3−55,174 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | PURCHASE | American Assets Trust, Inc. | 80,000 | 22.56 USD | |
| 28 May 2026 | PURCHASE | American Assets Trust, Inc. | 16,337 | 22.96 USD | |
| 29 May 2026 | PURCHASE | American Assets Trust, Inc. | 10,000 | 23.59 USD | |
| 22 May 2026 | PURCHASE | American Assets Trust, Inc. | 10,000 | 22.67 USD | |
| 19 May 2026 | PURCHASE | American Assets Trust, Inc. | 17,319 | 21.15 USD | |
| 20 May 2026 | PURCHASE | American Assets Trust, Inc. | 4,880 | 21.32 USD | |
| 21 May 2026 | PURCHASE | American Assets Trust, Inc. | 56,656 | 21.70 USD | |
| 15 May 2026 | PURCHASE | American Assets Trust, Inc. | 29,360 | 20.79 USD | |
| 18 May 2026 | PURCHASE | American Assets Trust, Inc. | 68,768 | 21.00 USD | |
| 18 May 2026 | PURCHASE | American Assets Trust, Inc. | 2,400 | 21.00 USD | |
| 12 May 2026 | PURCHASE | American Assets Trust, Inc. | 14,640 | 21.01 USD | |
| 13 May 2026 | PURCHASE | American Assets Trust, Inc. | 78,000 | 20.99 USD | |
| 14 May 2026 | PURCHASE | American Assets Trust, Inc. | 78,000 | 21.09 USD | |
| 25 Feb 2026 | PURCHASE | American Assets Trust, Inc. | 5,597 | 19.52 USD | |
| 26 Feb 2026 | PURCHASE | American Assets Trust, Inc. | 5,151 | 20.06 USD | |
| 24 Feb 2026 | PURCHASE | American Assets Trust, Inc. | 28,858 | 19.28 USD | |
| 20 Feb 2026 | PURCHASE | American Assets Trust, Inc. | 3,528 | 19.37 USD | |
| 23 Feb 2026 | PURCHASE | American Assets Trust, Inc. | 50,000 | 19.50 USD | |
| 18 Feb 2026 | PURCHASE | American Assets Trust, Inc. | 100,000 | 18.81 USD | |
| 17 Feb 2026 | PURCHASE | American Assets Trust, Inc. | 1,968 | 18.53 USD | first after silence |
| 19 Feb 2026 | PURCHASE | American Assets Trust, Inc. | 57,898 | 18.83 USD | |
| 02 Dec 2025 | OTHER | American Assets Trust, Inc. | 2,778 | 0.00 USD | |
| 03 Dec 2024 | OTHER | American Assets Trust, Inc. | 2,777 | 0.00 USD | |
| 06 Dec 2023 | OTHER | American Assets Trust, Inc. | 30,976 | 0.00 USD | |
| 12 May 2023 | PURCHASE | American Assets Trust, Inc. | 100,000 | 18.76 USD |
1 purchase reported after at least 12 months of silence — most recent on 17 Feb 2026.