Forum Financial Management’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	–	Sell	-4,562	Closed	-$513K	–	555
2025 Q4	$513K	Hold	4,562	–	–	0.01%	457
2025 Q3	$486K	Buy	4,562 +497	+12%	+$52.3K	0.01%	467
2025 Q2	$410K	Buy	4,065 +307	+8%	+$27.2K	0.01%	495
2025 Q1	$337K	Sell	3,758 -5	-0.1%	-$477	0.01%	538
2024 Q4	$360K	Buy	3,763 +188	+5%	+$18.4K	0.01%	516
2024 Q3	$296K	Buy	3,575 +1	+0%	+$80	﹤0.01%	524
2024 Q2	$262K	Buy	3,574 +6	+0.2%	+$445	﹤0.01%	536
2024 Q1	$282K	Hold	3,568	–	–	﹤0.01%	524
2023 Q4	$257K	Buy	+3,568	New	+$215K	﹤0.01%	528
2023 Q2	–	Sell	-3,768	Closed	-$209K	–	668
2023 Q1	$209K	Hold	3,768	–	–	0.01%	549
2022 Q4	$248K	Hold	3,768	–	–	0.01%	459
2022 Q3	$253K	Hold	3,768	–	–	0.01%	405
2022 Q2	$244K	Buy	3,768 +299	+9%	+$21.5K	0.01%	437
2022 Q1	$274K	Hold	3,469	–	–	0.01%	435
2021 Q4	$273K	Buy	+3,469	New	+$279K	0.01%	460