Carson Wealth (CWM LLC)’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.4M | Buy |
182,210
+85,276
| +88% | +$4.4M | 0.03% | 406 |
|
|
2025
Q1 | $5.71M | Buy |
96,934
+84,014
| +650% | +$4.95M | 0.02% | 486 |
|
|
2024
Q4 | $1.03M | Buy |
12,920
+607
| +5% | +$48.5K | ﹤0.01% | 1065 |
|
|
2024
Q3 | $1.07M | Buy |
12,313
+626
| +5% | +$54.5K | ﹤0.01% | 988 |
|
|
2024
Q2 | $839K | Buy |
11,687
+1,867
| +19% | +$134K | ﹤0.01% | 988 |
|
|
2024
Q1 | $695K | Buy |
9,820
+2,518
| +34% | +$178K | ﹤0.01% | 1001 |
|
|
2023
Q4 | $522K | Sell |
7,302
-137
| -2% | -$9.79K | ﹤0.01% | 1043 |
|
|
2023
Q3 | $471K | Sell |
7,439
-2,804
| -27% | -$178K | ﹤0.01% | 994 |
|
|
2023
Q2 | $711K | Buy |
10,243
+453
| +5% | +$31.4K | ﹤0.01% | 828 |
|
|
2023
Q1 | $691K | Buy |
9,790
+3,632
| +59% | +$256K | ﹤0.01% | 782 |
|
|
2022
Q4 | $392K | Buy |
6,158
+189
| +3% | +$12K | ﹤0.01% | 882 |
|
|
2022
Q3 | $338K | Buy |
5,969
+141
| +2% | +$7.98K | ﹤0.01% | 865 |
|
|
2022
Q2 | $369K | Buy |
5,828
+8
| +0.1% | +$507 | ﹤0.01% | 820 |
|
|
2022
Q1 | $408K | Buy |
5,820
+1,094
| +23% | +$76.7K | ﹤0.01% | 783 |
|
|
2021
Q4 | $323K | Buy |
+4,726
| New | +$323K | ﹤0.01% | 841 |
|
|
2021
Q2 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 966 |
|
|
2021
Q1 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 966 |
|
|
2020
Q4 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 966 |
|
|
2020
Q3 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 966 |
|
|
2020
Q2 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 966 |
|
|
2020
Q1 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 966 |
|
|
2019
Q4 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 966 |
|
|
2019
Q3 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 966 |
|
|
2019
Q2 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 966 |
|
|
2019
Q1 | $164K | Buy |
2,828
+949
| +51% | +$55K | ﹤0.01% | 966 |
|
|
2018
Q4 | $107K | Buy |
1,879
+197
| +12% | +$11.2K | ﹤0.01% | 712 |
|
|
2018
Q3 | $114K | Buy |
1,682
+692
| +70% | +$46.9K | ﹤0.01% | 595 |
|
|
2018
Q2 | $63K | Buy |
990
+58
| +6% | +$3.69K | ﹤0.01% | 588 |
|
|
2018
Q1 | $59K | Buy |
932
+60
| +7% | +$3.8K | ﹤0.01% | 526 |
|
|
2017
Q4 | $55K | Sell |
872
-92
| -10% | -$5.8K | ﹤0.01% | 515 |
|
|
2017
Q3 | $74K | Buy |
964
+252
| +35% | +$19.3K | ﹤0.01% | 449 |
|
|
2017
Q2 | $56K | Buy |
712
+202
| +40% | +$15.9K | ﹤0.01% | 460 |
|
|
2017
Q1 | $41K | Sell |
510
-69
| -12% | -$5.55K | ﹤0.01% | 488 |
|
|
2016
Q4 | $42K | Buy |
579
+69
| +14% | +$5.01K | ﹤0.01% | 472 |
|
|
2016
Q3 | $37K | Buy |
+510
| New | +$37K | ﹤0.01% | 467 |
|