EWA
EP Wealth Advisors’s East-West Bancorp EWBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
10,046
+438
| +5% | +$44.2K | 0.01% | 564 |
|
|
2025
Q1 | $862K | Buy |
9,608
+104
| +1% | +$9.34K | 0.01% | 543 |
|
|
2024
Q4 | $910K | Sell |
9,504
-185
| -2% | -$17.7K | 0.01% | 529 |
|
|
2024
Q3 | $802K | Buy |
9,689
+146
| +2% | +$12.1K | 0.01% | 551 |
|
|
2024
Q2 | $699K | Sell |
9,543
-263
| -3% | -$19.3K | 0.01% | 467 |
|
|
2024
Q1 | $776K | Buy |
9,806
+323
| +3% | +$25.6K | 0.01% | 426 |
|
|
2023
Q4 | $682K | Sell |
9,483
-1,438
| -13% | -$103K | 0.01% | 435 |
|
|
2023
Q3 | $576K | Buy |
10,921
+6,086
| +126% | +$321K | 0.01% | 434 |
|
|
2023
Q2 | $577K | Sell |
4,835
-34,266
| -88% | -$4.09M | 0.01% | 437 |
|
|
2023
Q1 | $3.23M | Buy |
39,101
+28,478
| +268% | +$2.36M | 0.06% | 177 |
|
|
2022
Q4 | $700K | Sell |
10,623
-1,421
| -12% | -$93.6K | 0.01% | 331 |
|
|
2022
Q3 | $809K | Sell |
12,044
-606
| -5% | -$40.7K | 0.02% | 250 |
|
|
2022
Q2 | $820K | Buy |
12,650
+489
| +4% | +$31.7K | 0.02% | 284 |
|
|
2022
Q1 | $961K | Buy |
12,161
+117
| +1% | +$9.25K | 0.02% | 277 |
|
|
2021
Q4 | $948K | Buy |
12,044
+2,500
| +26% | +$197K | 0.02% | 264 |
|
|
2021
Q3 | $740K | Sell |
9,544
-131
| -1% | -$10.2K | 0.02% | 271 |
|
|
2021
Q2 | $694K | Hold |
9,675
| – | – | 0.02% | 284 |
|
|
2021
Q1 | $714K | Buy |
9,675
+2,057
| +27% | +$152K | 0.02% | 270 |
|
|
2020
Q4 | $386K | Buy |
+7,618
| New | +$386K | 0.01% | 308 |
|
|
2018
Q1 | – | Sell |
-11,338
| Closed | -$690K | – | 209 |
|
|
2017
Q4 | $690K | Buy |
11,338
+3,602
| +47% | +$219K | 0.07% | 92 |
|
|
2017
Q3 | $462K | Buy |
7,736
+4
| +0.1% | +$239 | 0.05% | 109 |
|
|
2017
Q2 | $453K | Buy |
7,732
+5
| +0.1% | +$293 | 0.06% | 112 |
|
|
2017
Q1 | $399K | Buy |
7,727
+4
| +0.1% | +$207 | 0.06% | 97 |
|
|
2016
Q4 | $334K | Buy |
7,723
+5
| +0.1% | +$216 | 0.05% | 101 |
|
|
2016
Q3 | $283K | Buy |
+7,718
| New | +$283K | 0.04% | 108 |
|