Phillips Wealth Planners’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	$421K	Sell	3,457 -147	-4%	-$16.6K	0.32%	103
2025 Q4	$416K	Sell	3,604 -94	-3%	-$9.98K	0.33%	96
2025 Q3	$397K	Sell	3,698 -179	-5%	-$18.8K	0.33%	102
2025 Q2	$419K	Sell	3,877 -162	-4%	-$14.4K	0.38%	87
2025 Q1	$291K	Sell	4,039 -46	-1%	-$4.39K	0.31%	112
2024 Q4	$382K	Sell	4,085 -58	-1%	-$5.69K	0.38%	82
2024 Q3	$380K	Sell	4,143 -221	-5%	-$17.7K	0.36%	97
2024 Q2	$317K	Sell	4,364 -106	-2%	-$7.86K	0.33%	107
2024 Q1	$319K	Sell	4,470 -45	-1%	-$3.29K	0.37%	101
2023 Q4	$313K	Sell	4,515 -25	-0.6%	-$1.5K	0.38%	92
2023 Q3	$241K	Sell	4,540 -47	-1%	-$2.64K	0.33%	122
2023 Q2	$242K	Buy	4,587 +456	+11%	+$23.1K	0.32%	119
2023 Q1	$209K	Buy	4,131 +30	+0.7%	+$2.07K	0.28%	139
2022 Q4	$320K	Buy	+4,101	New	+$281K	0.56%	66