United Capital Financial Advisors’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 | $784K | Buy |
7,339
+4,515
| +160% | +$509K | ﹤0.01% | 861 |
|
|
2025
Q4 | $317K | Buy |
2,824
+282
| +11% | +$29.9K | ﹤0.01% | 1138 |
|
|
2025
Q3 | $271K | Sell |
2,542
-251
| -9% | -$26.4K | ﹤0.01% | 1051 |
|
|
2025
Q2 | $282K | Sell |
2,793
-170
| -6% | -$15.1K | ﹤0.01% | 946 |
|
|
2025
Q1 | $266K | Buy |
2,963
+271
| +10% | +$25.9K | ﹤0.01% | 928 |
|
|
2024
Q4 | $258K | Sell |
2,692
-11
| -0.4% | -$1.08K | ﹤0.01% | 939 |
|
|
2024
Q3 | $224K | Buy |
+2,703
| New | +$217K | ﹤0.01% | 973 |
|
|
2024
Q2 | – | Sell |
-2,782
| Closed | -$220K | – | 1060 |
|
|
2024
Q1 | $220K | Sell |
2,782
-659
| -19% | -$48.3K | ﹤0.01% | 992 |
|
|
2023
Q4 | $248K | Buy |
+3,441
| New | +$207K | ﹤0.01% | 936 |
|
|
2023
Q2 | – | Sell |
-4,414
| Closed | -$245K | – | 918 |
|
|
2023
Q1 | $245K | Sell |
4,414
-50
| -1% | -$3.45K | ﹤0.01% | 875 |
|
|
2022
Q4 | $294K | Sell |
4,464
-542
| -11% | -$37.1K | ﹤0.01% | 890 |
|
|
2022
Q3 | $336K | Sell |
5,006
-2,718
| -35% | -$193K | ﹤0.01% | 872 |
|
|
2022
Q2 | $501K | Buy |
7,724
+2,899
| +60% | +$208K | ﹤0.01% | 796 |
|
|
2022
Q1 | $381K | Buy |
4,825
+1,475
| +44% | +$124K | ﹤0.01% | 919 |
|
|
2021
Q4 | $264K | Hold |
3,350
| – | – | ﹤0.01% | 1070 |
|
|
2021
Q3 | $260K | Sell |
3,350
-110
| -3% | -$8K | ﹤0.01% | 1060 |
|
|
2021
Q2 | $248K | Buy |
3,460
+110
| +3% | +$8.18K | ﹤0.01% | 1081 |
|
|
2021
Q1 | $247K | Buy |
+3,350
| New | +$228K | ﹤0.01% | 1038 |
|
|
2018
Q4 | – | Sell |
-3,749
| Closed | -$226K | – | 1310 |
|
|
2018
Q3 | $226K | Hold |
3,749
| – | – | ﹤0.01% | 1216 |
|
|
2018
Q2 | $244K | Sell |
3,749
-354
| -9% | -$23.9K | ﹤0.01% | 1167 |
|
|
2018
Q1 | $257K | Buy |
4,103
+54
| +1% | +$3.54K | ﹤0.01% | 1144 |
|
|
2017
Q4 | $246K | Sell |
4,049
-101
| -2% | -$6.02K | ﹤0.01% | 1180 |
|
|
2017
Q3 | $248K | Sell |
4,150
-21
| -0.5% | -$1.19K | ﹤0.01% | 1178 |
|
|
2017
Q2 | $244K | Sell |
4,171
-228
| -5% | -$12.6K | ﹤0.01% | 1142 |
|
|
2017
Q1 | $227K | Sell |
4,399
-62
| -1% | -$3.25K | ﹤0.01% | 1149 |
|
|
2016
Q4 | $227K | Buy |
+4,461
| New | +$198K | ﹤0.01% | 1132 |
|
|
2015
Q2 | – | Sell |
-5,455
| Closed | -$221K | – | 1269 |
|
|
2015
Q1 | $221K | Hold |
5,455
| – | – | ﹤0.01% | 1152 |
|
|
2014
Q4 | $211K | Buy |
+5,455
| New | +$198K | ﹤0.01% | 1086 |
|
|
2014
Q2 | – | Sell |
-5,507
| Closed | -$201K | – | 836 |
|
|
2014
Q1 | $201K | Buy |
+5,507
| New | +$194K | ﹤0.01% | 871 |
|
Other funds holding EWBC
VPM
VCM
