Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 26 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 |
|---|---|---|---|---|
| Community West Bancshares | 82,589 | reported | 22 May 2026 | tx 20+86,990−3,950 |
| COMMUNITY WEST BANCSHARES / | 0 | reported | 01 Apr 2024 | tx 112+126,148−87,523 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 22 May 2026 | PURCHASE | Community West Bancshares | 257 | 23.90 USD | |
| 06 May 2026 | GRANT_AWARD | Community West Bancshares | 1,451 | 0.00 USD | deriv |
| 23 Feb 2026 | EXERCISE | Community West Bancshares | 1,350 | 13.08 USD | |
| 23 Feb 2026 | EXERCISE | Community West Bancshares | 1,350 | 23.48 USD | deriv |
| 20 Feb 2026 | PURCHASE | Community West Bancshares | 376 | 24.50 USD | |
| 14 Nov 2025 | PURCHASE | Community West Bancshares | 402 | 21.37 USD | |
| 12 Sept 2025 | EXERCISE | Community West Bancshares | 2,600 | 13.08 USD | |
| 12 Sept 2025 | EXERCISE | Community West Bancshares | 2,600 | 21.07 USD | deriv |
| 15 Aug 2025 | PURCHASE | Community West Bancshares | 421 | 20.30 USD | |
| 16 May 2025 | PURCHASE | Community West Bancshares | 455 | 18.65 USD | |
| 07 May 2025 | GRANT_AWARD | Community West Bancshares | 1,819 | 17.60 USD | |
| 21 Feb 2025 | PURCHASE | Community West Bancshares | 444 | 19.00 USD | |
| 22 Nov 2024 | PURCHASE | Community West Bancshares | 390 | 21.42 USD | |
| 16 Aug 2024 | OTHER | Community West Bancshares | 421 | 19.77 USD | |
| 30 May 2024 | GRANT_AWARD | Community West Bancshares | 1,820 | 16.49 USD | |
| 17 May 2024 | PURCHASE | Community West Bancshares | 156 | 17.36 USD | |
| 20 May 2024 | PURCHASE | Community West Bancshares | 325 | 17.40 USD | |
| 01 Apr 2024 | GRANT_AWARD | Community West Bancshares | 67,983 | — | |
| 01 Apr 2024 | GRANT_AWARD | Community West Bancshares | 3,950 | — | deriv |
| 01 Apr 2024 | GRANT_AWARD | Community West Bancshares | 2,370 | — | deriv |
| 01 Apr 2024 | OTHER | COMMUNITY WEST BANCSHARES / | 86,051 | 15.71 USD | |
| 01 Apr 2024 | OTHER | COMMUNITY WEST BANCSHARES / | 3,000 | — | deriv |
| 01 Apr 2024 | OTHER | COMMUNITY WEST BANCSHARES / | 5,000 | — | deriv |
| 01 Mar 2024 | PURCHASE | COMMUNITY WEST BANCSHARES / | 472 | 14.49 USD | |
| 03 May 2023 | PURCHASE | COMMUNITY WEST BANCSHARES / | 68 | 11.87 USD |
3 purchases reported after at least 12 months of silence — most recent on 07 Feb 2012.