Carson Wealth (CWM LLC)’s East-West Bancorp EWBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
14,622
+3,948
| +37% | +$399K | 0.01% | 1065 |
|
|
2025
Q1 | $958K | Buy |
10,674
+6,009
| +129% | +$539K | ﹤0.01% | 1149 |
|
|
2024
Q4 | $447K | Buy |
4,665
+847
| +22% | +$81.2K | ﹤0.01% | 1424 |
|
|
2024
Q3 | $316K | Buy |
3,818
+1,992
| +109% | +$165K | ﹤0.01% | 1517 |
|
|
2024
Q2 | $134K | Sell |
1,826
-27
| -1% | -$1.98K | ﹤0.01% | 1797 |
|
|
2024
Q1 | $147K | Buy |
1,853
+15
| +0.8% | +$1.19K | ﹤0.01% | 1665 |
|
|
2023
Q4 | $132K | Buy |
1,838
+13
| +0.7% | +$934 | ﹤0.01% | 1601 |
|
|
2023
Q3 | $96K | Buy |
1,825
+339
| +23% | +$17.8K | ﹤0.01% | 1648 |
|
|
2023
Q2 | $78K | Sell |
1,486
-1,584
| -52% | -$83.1K | ﹤0.01% | 1698 |
|
|
2023
Q1 | $170K | Buy |
3,070
+1,523
| +98% | +$84.3K | ﹤0.01% | 1262 |
|
|
2022
Q4 | $102K | Buy |
1,547
+70
| +5% | +$4.62K | ﹤0.01% | 1369 |
|
|
2022
Q3 | $99K | Buy |
1,477
+295
| +25% | +$19.8K | ﹤0.01% | 1328 |
|
|
2022
Q2 | $77K | Buy |
1,182
+541
| +84% | +$35.2K | ﹤0.01% | 1418 |
|
|
2022
Q1 | $51K | Buy |
641
+345
| +117% | +$27.4K | ﹤0.01% | 1601 |
|
|
2021
Q4 | $23K | Buy |
+296
| New | +$23K | ﹤0.01% | 1910 |
|
|
2021
Q2 | $21K | Hold |
295
| – | – | ﹤0.01% | 1765 |
|
|
2021
Q1 | $21K | Hold |
295
| – | – | ﹤0.01% | 1765 |
|
|
2020
Q4 | $21K | Hold |
295
| – | – | ﹤0.01% | 1765 |
|
|
2020
Q3 | $21K | Hold |
295
| – | – | ﹤0.01% | 1765 |
|
|
2020
Q2 | $21K | Hold |
295
| – | – | ﹤0.01% | 1765 |
|
|
2020
Q1 | $21K | Hold |
295
| – | – | ﹤0.01% | 1765 |
|
|
2019
Q4 | $21K | Hold |
295
| – | – | ﹤0.01% | 1765 |
|
|
2019
Q3 | $21K | Hold |
295
| – | – | ﹤0.01% | 1765 |
|
|
2019
Q2 | $21K | Hold |
295
| – | – | ﹤0.01% | 1765 |
|
|
2019
Q1 | $21K | Buy |
295
+106
| +56% | +$7.55K | ﹤0.01% | 1765 |
|
|
2018
Q4 | $8K | Buy |
189
+142
| +302% | +$6.01K | ﹤0.01% | 1398 |
|
|
2018
Q3 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 1446 |
|
|
2018
Q1 | – | Sell |
-190
| Closed | -$12K | – | 1442 |
|
|
2017
Q4 | $12K | Hold |
190
| – | – | ﹤0.01% | 833 |
|
|
2017
Q3 | $11K | Hold |
190
| – | – | ﹤0.01% | 859 |
|
|
2017
Q2 | $11K | Hold |
190
| – | – | ﹤0.01% | 754 |
|
|
2017
Q1 | $10K | Hold |
190
| – | – | ﹤0.01% | 744 |
|
|
2016
Q4 | $10K | Hold |
190
| – | – | ﹤0.01% | 727 |
|
|
2016
Q3 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 766 |
|