BTWM
Baker Tilly Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Sell |
4,369
-77
| -2% | -$3.97K | 0.08% | 217 |
|
|
2025
Q1 | $262K | Sell |
4,446
-118
| -3% | -$6.95K | 0.1% | 199 |
|
|
2024
Q4 | $364K | Sell |
4,564
-215
| -4% | -$17.2K | 0.14% | 162 |
|
|
2024
Q3 | $416K | Buy |
4,779
+129
| +3% | +$11.2K | 0.18% | 132 |
|
|
2024
Q2 | $334K | Sell |
4,650
-200
| -4% | -$14.4K | 0.14% | 178 |
|
|
2024
Q1 | $343K | Sell |
4,850
-8,659
| -64% | -$612K | 0.06% | 325 |
|
|
2023
Q4 | $966K | Sell |
13,509
-1,512
| -10% | -$108K | 0.16% | 141 |
|
|
2023
Q3 | $951K | Sell |
15,021
-16,033
| -52% | -$1.01M | 0.16% | 137 |
|
|
2023
Q2 | $2.16M | Buy |
31,054
+4,314
| +16% | +$300K | 0.23% | 94 |
|
|
2023
Q1 | $1.89M | Buy |
26,740
+788
| +3% | +$55.6K | 0.21% | 105 |
|
|
2022
Q4 | $1.65M | Buy |
25,952
+1,569
| +6% | +$99.8K | 0.2% | 117 |
|
|
2022
Q3 | $1.38M | Buy |
24,383
+1,218
| +5% | +$68.9K | 0.19% | 116 |
|
|
2022
Q2 | $1.47M | Buy |
23,165
+1,154
| +5% | +$73K | 0.19% | 113 |
|
|
2022
Q1 | $1.54M | Buy |
22,011
+2,394
| +12% | +$168K | 0.17% | 118 |
|
|
2021
Q4 | $1.34M | Buy |
19,617
+1,932
| +11% | +$132K | 0.14% | 151 |
|
|
2021
Q3 | $981K | Buy |
17,685
+2,016
| +13% | +$112K | 0.13% | 169 |
|
|
2021
Q2 | $906K | Buy |
15,669
+1,811
| +13% | +$105K | 0.15% | 161 |
|
|
2021
Q1 | $812K | Buy |
13,858
+5,436
| +65% | +$319K | 0.17% | 155 |
|
|
2020
Q4 | $529K | Buy |
+8,422
| New | +$529K | 0.16% | 138 |
|