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