Bell & Brown Wealth Advisors’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	-4,112	Closed	-$212K	–	73
2025 Q2	$212K	Sell	4,112 -1,000	-20%	-$54.8K	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	+$336K	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	+$293K	0.15%	64
2020 Q3	$357K	Buy	6,012 +1,000	+20%	+$53.2K	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%	+$28.8K	0.31%	68
2019 Q2	$311K	Hold	4,612	–	–	0.27%	70
2019 Q1	$286K	Buy	+4,612	New	+$275K	0.26%	74