Axxcess Wealth Management’s Edison International EIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,237	Closed	-$219K	–	937
2025 Q2	$219K	Buy	4,237 +34	+0.8%	+$1.86K	0.01%	822
2025 Q1	$248K	Sell	4,203 -35	-0.8%	-$2.01K	0.01%	748
2024 Q4	$338K	Sell	4,238 -453	-10%	-$37.9K	0.01%	645
2024 Q3	$409K	Sell	4,691 -145	-3%	-$11.8K	0.01%	602
2024 Q2	$347K	Sell	4,836 -38	-0.8%	-$2.75K	0.01%	610
2024 Q1	$345K	Sell	4,874 -1,807	-27%	-$124K	0.01%	633
2023 Q4	$478K	Buy	6,681 +220	+3%	+$14.5K	0.01%	523
2023 Q3	$409K	Buy	6,461 +164	+3%	+$11.4K	0.01%	524
2023 Q2	$437K	Buy	6,297 +472	+8%	+$33.2K	0.03%	380
2023 Q1	$411K	Buy	5,825 +20	+0.3%	+$1.35K	0.03%	411
2022 Q4	$369K	Sell	5,805 -356	-6%	-$21.8K	0.03%	413
2022 Q3	$349K	Sell	6,161 -3,260	-35%	-$216K	0.03%	377
2022 Q2	$596K	Buy	9,421 +5,657	+150%	+$383K	0.05%	270
2022 Q1	$264K	Buy	+3,764	New	+$240K	0.02%	507