Creative Planning’s East-West Bancorp EWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.34M | Buy |
59,358
+24,672
| +71% | +$2.78M | ﹤0.01% | 1012 |
|
|
2025
Q4 | $3.9M | Buy |
34,686
+6,602
| +24% | +$701K | ﹤0.01% | 1181 |
|
|
2025
Q3 | $2.99M | Buy |
28,084
+3,272
| +13% | +$344K | ﹤0.01% | 1229 |
|
|
2025
Q2 | $2.51M | Buy |
24,812
+4,344
| +21% | +$385K | ﹤0.01% | 1158 |
|
|
2025
Q1 | $1.84M | Buy |
20,468
+3,480
| +20% | +$332K | ﹤0.01% | 1229 |
|
|
2024
Q4 | $1.63M | Buy |
16,988
+894
| +6% | +$87.7K | ﹤0.01% | 1274 |
|
|
2024
Q3 | $1.33M | Buy |
16,094
+992
| +7% | +$79.5K | ﹤0.01% | 1310 |
|
|
2024
Q2 | $1.11M | Buy |
15,102
+1,236
| +9% | +$91.7K | ﹤0.01% | 1341 |
|
|
2024
Q1 | $1.1M | Buy |
13,866
+620
| +5% | +$45.4K | ﹤0.01% | 1279 |
|
|
2023
Q4 | $953K | Buy |
13,246
+18
| +0.1% | +$1.08K | ﹤0.01% | 1261 |
|
|
2023
Q3 | $697K | Sell |
13,228
-20
| -0.2% | -$1.12K | ﹤0.01% | 1347 |
|
|
2023
Q2 | $699K | Sell |
13,248
-2,326
| -15% | -$118K | ﹤0.01% | 1338 |
|
|
2023
Q1 | $864K | Buy |
15,574
+1,619
| +12% | +$112K | ﹤0.01% | 1153 |
|
|
2022
Q4 | $920K | Sell |
13,955
-888
| -6% | -$60.8K | ﹤0.01% | 1077 |
|
|
2022
Q3 | $997K | Buy |
14,843
+3,760
| +34% | +$267K | ﹤0.01% | 970 |
|
|
2022
Q2 | $718K | Buy |
11,083
+1,120
| +11% | +$80.4K | ﹤0.01% | 1121 |
|
|
2022
Q1 | $787K | Buy |
9,963
+36
| +0.4% | +$3.04K | ﹤0.01% | 1094 |
|
|
2021
Q4 | $781K | Buy |
9,927
+128
| +1% | +$10.3K | ﹤0.01% | 1070 |
|
|
2021
Q3 | $760K | Sell |
9,799
-234
| -2% | -$17K | ﹤0.01% | 1080 |
|
|
2021
Q2 | $719K | Sell |
10,033
-5,471
| -35% | -$407K | ﹤0.01% | 1084 |
|
|
2021
Q1 | $1.14M | Buy |
15,504
+5,630
| +57% | +$383K | ﹤0.01% | 959 |
|
|
2020
Q4 | $501K | Buy |
9,874
+300
| +3% | +$12.7K | ﹤0.01% | 1309 |
|
|
2020
Q3 | $313K | Sell |
9,574
-4,014
| -30% | -$142K | ﹤0.01% | 1399 |
|
|
2020
Q2 | $492K | Buy |
13,588
+125
| +0.9% | +$4.18K | ﹤0.01% | 1041 |
|
|
2020
Q1 | $347K | Sell |
13,463
-4,941
| -27% | -$206K | ﹤0.01% | 1118 |
|
|
2019
Q4 | $896K | Buy |
18,404
+1
| +0% | +$45 | ﹤0.01% | 835 |
|
|
2019
Q3 | $815K | Sell |
18,403
-1,110
| -6% | -$48.8K | ﹤0.01% | 844 |
|
|
2019
Q2 | $913K | Sell |
19,513
-4
| -0% | -$192 | ﹤0.01% | 791 |
|
|
2019
Q1 | $936K | Buy |
19,517
+112
| +0.6% | +$5.72K | ﹤0.01% | 753 |
|
|
2018
Q4 | $845K | Sell |
19,405
-2,753
| -12% | -$143K | ﹤0.01% | 735 |
|
|
2018
Q3 | $1.34M | Sell |
22,158
-216
| -1% | -$13.9K | 0.01% | 631 |
|
|
2018
Q2 | $1.46M | Sell |
22,374
-809
| -3% | -$54.7K | 0.01% | 563 |
|
|
2018
Q1 | $1.45M | Buy |
23,183
+4,594
| +25% | +$301K | 0.01% | 561 |
|
|
2017
Q4 | $1.13M | Buy |
18,589
+223
| +1% | +$13.3K | ﹤0.01% | 669 |
|
|
2017
Q3 | $1.1M | Hold |
18,366
| – | – | 0.01% | 670 |
|
|
2017
Q2 | $1.08M | Hold |
18,366
| – | – | 0.01% | 656 |
|
|
2017
Q1 | $948K | Sell |
18,366
-330
| -2% | -$17.3K | 0.01% | 701 |
|
|
2016
Q4 | $950K | Buy |
18,696
+412
| +2% | +$18.3K | 0.01% | 647 |
|
|
2016
Q3 | $671K | Buy |
18,284
+8,755
| +92% | +$308K | ﹤0.01% | 756 |
|
|
2016
Q2 | $326K | Hold |
9,529
| – | – | ﹤0.01% | 993 |
|
|
2016
Q1 | $310K | Sell |
9,529
-38
| -0.4% | -$1.24K | ﹤0.01% | 981 |
|
|
2015
Q4 | $398K | Buy |
9,567
+4,838
| +102% | +$199K | ﹤0.01% | 865 |
|
|
2015
Q3 | $182K | Buy |
+4,729
| New | +$200K | ﹤0.01% | 1242 |
|
|
2015
Q2 | – | Sell |
-4,729
| Closed | -$191K | – | 1685 |
|
|
2015
Q1 | $191K | Hold |
4,729
| – | – | ﹤0.01% | 1208 |
|
|
2014
Q4 | $183K | Hold |
4,729
| – | – | ﹤0.01% | 1196 |
|
|
2014
Q3 | $161K | Hold |
4,729
| – | – | ﹤0.01% | 1182 |
|
|
2014
Q2 | $165K | Sell |
4,729
-550
| -10% | -$19.1K | ﹤0.01% | 1135 |
|
|
2014
Q1 | $193K | Buy |
5,279
+4,356
| +472% | +$153K | ﹤0.01% | 1018 |
|
|
2013
Q4 | $32K | Buy |
923
+290
| +46% | +$9.84K | ﹤0.01% | 1902 |
|
|
2013
Q3 | $20K | Buy |
633
+460
| +266% | +$13.9K | ﹤0.01% | 2096 |
|
|
2013
Q2 | $5K | Buy |
+173
| New | +$4.4K | ﹤0.01% | 2538 |
|
Other funds holding EWBC
VPM
VCM