Bell & Brown Wealth Advisors’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $212K | Sell |
4,112
-1,000
| -20% | -$51.6K | 0.08% | 66 |
|
2025
Q1 | $301K | Hold |
5,112
| – | – | 0.12% | 62 |
|
2024
Q4 | $408K | Hold |
5,112
| – | – | 0.15% | 60 |
|
2024
Q3 | $445K | Hold |
5,112
| – | – | 0.17% | 59 |
|
2024
Q2 | $367K | Hold |
5,112
| – | – | 0.14% | 58 |
|
2024
Q1 | $362K | Hold |
5,112
| – | – | 0.15% | 60 |
|
2023
Q4 | $365K | Buy |
+5,112
| New | +$365K | 0.17% | 61 |
|
2023
Q2 | $355K | Hold |
5,112
| – | – | 0.18% | 62 |
|
2023
Q1 | $361K | Hold |
5,112
| – | – | 0.19% | 60 |
|
2022
Q4 | $325K | Hold |
5,112
| – | – | 0.18% | 62 |
|
2022
Q3 | $289K | Hold |
5,112
| – | – | 0.18% | 59 |
|
2022
Q2 | $323K | Hold |
5,112
| – | – | 0.17% | 63 |
|
2022
Q1 | $358K | Hold |
5,112
| – | – | 0.16% | 62 |
|
2021
Q4 | $315K | Hold |
5,112
| – | – | 0.15% | 63 |
|
2021
Q3 | $284K | Buy |
+5,112
| New | +$284K | 0.15% | 64 |
|
2020
Q3 | $357K | Buy |
6,012
+1,000
| +20% | +$59.4K | 0.26% | 59 |
|
2020
Q2 | $268K | Hold |
5,012
| – | – | 0.21% | 65 |
|
2020
Q1 | $280K | Hold |
5,012
| – | – | 0.26% | 65 |
|
2019
Q4 | $385K | Hold |
5,012
| – | – | 0.29% | 69 |
|
2019
Q3 | $372K | Buy |
5,012
+400
| +9% | +$29.7K | 0.31% | 68 |
|
2019
Q2 | $311K | Hold |
4,612
| – | – | 0.27% | 70 |
|
2019
Q1 | $286K | Buy |
+4,612
| New | +$286K | 0.26% | 74 |
|