Caldwell Trust’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.51K | Hold |
130
| – | – | ﹤0.01% | 667 |
|
|
2025
Q4 | $7.8K | Hold |
130
| – | – | ﹤0.01% | 663 |
|
|
2025
Q3 | $7.19K | Hold |
130
| – | – | ﹤0.01% | 670 |
|
|
2025
Q2 | $6.71K | Sell |
130
-49
| -27% | -$2.69K | ﹤0.01% | 670 |
|
|
2025
Q1 | $10.5K | Sell |
179
-21
| -11% | -$1.21K | ﹤0.01% | 629 |
|
|
2024
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 568 |
|
|
2024
Q3 | $17.4K | Hold |
200
| – | – | ﹤0.01% | 568 |
|
|
2024
Q2 | $14.4K | Hold |
200
| – | – | ﹤0.01% | 580 |
|
|
2024
Q1 | $14.1K | Hold |
200
| – | – | ﹤0.01% | 594 |
|
|
2023
Q4 | $14.3K | Hold |
200
| – | – | ﹤0.01% | 580 |
|
|
2023
Q3 | $12.7K | Hold |
200
| – | – | ﹤0.01% | 594 |
|
|
2023
Q2 | $13.9K | Hold |
200
| – | – | ﹤0.01% | 606 |
|
|
2023
Q1 | $14.1K | Hold |
200
| – | – | ﹤0.01% | 590 |
|
|
2022
Q4 | $12.7K | Hold |
200
| – | – | ﹤0.01% | 591 |
|
|
2022
Q3 | $11.3K | Hold |
200
| – | – | ﹤0.01% | 598 |
|
|
2022
Q2 | $12.6K | Hold |
200
| – | – | ﹤0.01% | 597 |
|
|
2022
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 611 |
|
|
2021
Q4 | $13.7K | Sell |
200
-18
| -8% | -$1.14K | ﹤0.01% | 607 |
|
|
2021
Q3 | $12.1K | Hold |
218
| – | – | ﹤0.01% | 623 |
|
|
2021
Q2 | $12.6K | Buy |
218
+18
| +9% | +$1.05K | ﹤0.01% | 625 |
|
|
2021
Q1 | $11.7K | Sell |
200
-383
| -66% | -$22.5K | ﹤0.01% | 619 |
|
|
2020
Q4 | $36.6K | Sell |
583
-50
| -8% | -$3.01K | 0.01% | 461 |
|
|
2020
Q3 | $32.2K | Hold |
633
| – | – | 0.01% | 466 |
|
|
2020
Q2 | $34.4K | Sell |
633
-50
| -7% | -$2.88K | 0.01% | 466 |
|
|
2020
Q1 | $37.4K | Hold |
683
| – | – | 0.01% | 449 |
|
|
2019
Q4 | $51.5K | Buy |
+683
| New | +$48.3K | 0.01% | 458 |
|
Other funds holding EIX
VCM
VPM
