Geneos Wealth Management’s East-West Bancorp EWBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.2K | Sell |
982
-1,115
| -53% | -$113K | ﹤0.01% | 1258 |
|
|
2025
Q1 | $188K | Buy |
2,097
+1,617
| +337% | +$145K | ﹤0.01% | 1258 |
|
|
2024
Q4 | $46K | Sell |
480
-13
| -3% | -$1.25K | ﹤0.01% | 1348 |
|
|
2024
Q3 | $40.8K | Buy |
493
+292
| +145% | +$24.2K | ﹤0.01% | 1269 |
|
|
2024
Q2 | $14.7K | Buy |
+201
| New | +$14.7K | ﹤0.01% | 1442 |
|
|
2021
Q2 | – | Sell |
-219
| Closed | -$16K | – | 2929 |
|
|
2021
Q1 | $16K | Sell |
219
-106
| -33% | -$7.74K | ﹤0.01% | 2174 |
|
|
2020
Q4 | $24K | Sell |
325
-356
| -52% | -$26.3K | ﹤0.01% | 1792 |
|
|
2020
Q3 | $21K | Hold |
681
| – | – | ﹤0.01% | 1625 |
|
|
2020
Q2 | $23K | Hold |
681
| – | – | ﹤0.01% | 1558 |
|
|
2020
Q1 | $19K | Hold |
681
| – | – | ﹤0.01% | 1532 |
|
|
2019
Q4 | $33K | Hold |
681
| – | – | ﹤0.01% | 1460 |
|
|
2019
Q3 | $30K | Hold |
681
| – | – | ﹤0.01% | 1422 |
|
|
2019
Q2 | $31K | Buy |
681
+245
| +56% | +$11.2K | ﹤0.01% | 1420 |
|
|
2019
Q1 | $20K | Hold |
436
| – | – | ﹤0.01% | 1563 |
|
|
2018
Q4 | $18K | Sell |
436
-166
| -28% | -$6.85K | ﹤0.01% | 1538 |
|
|
2018
Q3 | $36K | Buy |
+602
| New | +$36K | ﹤0.01% | 1318 |
|
|
2017
Q2 | – | Sell |
-40
| Closed | -$2K | – | 2095 |
|
|
2017
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 1877 |
|
|
2016
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 1845 |
|
|
2016
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1871 |
|