EP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.52M | Buy |
20,723
+2,301
| +12% | +$155K | 0.01% | 545 |
|
|
2025
Q4 | $1.11M | Buy |
+18,422
| New | +$1.06M | 0.01% | 595 |
|
|
2025
Q2 | $560K | Sell |
10,859
-7,060
| -39% | -$387K | ﹤0.01% | 740 |
|
|
2025
Q1 | $1.06M | Buy |
17,919
+1,191
| +7% | +$68.5K | 0.01% | 488 |
|
|
2024
Q4 | $1.34M | Sell |
16,728
-2,492
| -13% | -$208K | 0.01% | 432 |
|
|
2024
Q3 | $1.67M | Buy |
19,220
+8,369
| +77% | +$680K | 0.01% | 389 |
|
|
2024
Q2 | $779K | Buy |
10,851
+937
| +9% | +$67.9K | 0.01% | 433 |
|
|
2024
Q1 | $701K | Buy |
9,914
+595
| +6% | +$40.7K | 0.01% | 443 |
|
|
2023
Q4 | $666K | Sell |
9,319
-625
| -6% | -$41.1K | 0.01% | 440 |
|
|
2023
Q3 | $629K | Sell |
9,944
-3,919
| -28% | -$273K | 0.01% | 416 |
|
|
2023
Q2 | $556K | Buy |
+13,863
| New | +$975K | 0.01% | 444 |
|
|
2023
Q1 | – | Sell |
-7,962
| Closed | -$507K | – | 655 |
|
|
2022
Q4 | $507K | Buy |
+7,962
| New | +$489K | 0.01% | 372 |
|
|
2022
Q3 | – | Sell |
-4,903
| Closed | -$310K | – | 416 |
|
|
2022
Q2 | $310K | Buy |
4,903
+143
| +3% | +$9.69K | 0.01% | 472 |
|
|
2022
Q1 | $334K | Sell |
4,760
-343
| -7% | -$21.9K | 0.01% | 471 |
|
|
2021
Q4 | $348K | Buy |
5,103
+38
| +0.8% | +$2.41K | 0.01% | 438 |
|
|
2021
Q3 | $281K | Sell |
5,065
-245
| -5% | -$14.1K | 0.01% | 446 |
|
|
2021
Q2 | $307K | Buy |
5,310
+706
| +15% | +$41.1K | 0.01% | 439 |
|
|
2021
Q1 | $270K | Buy |
4,604
+146
| +3% | +$8.57K | 0.01% | 418 |
|
|
2020
Q4 | $280K | Sell |
4,458
-627
| -12% | -$37.8K | 0.01% | 352 |
|
|
2020
Q3 | $259K | Buy |
+5,085
| New | +$271K | 0.01% | 309 |
|
|
2020
Q2 | – | Sell |
-5,343
| Closed | -$307K | – | 309 |
|
|
2020
Q1 | $293K | Sell |
5,343
-449
| -8% | -$31.1K | 0.01% | 310 |
|
|
2019
Q4 | $437K | Buy |
5,792
+166
| +3% | +$11.7K | 0.02% | 289 |
|
|
2019
Q3 | $424K | Sell |
5,626
-990
| -15% | -$71.2K | 0.02% | 235 |
|
|
2019
Q2 | $446K | Buy |
+6,616
| New | +$411K | 0.03% | 202 |
|
|
2019
Q1 | – | Sell |
-147,141
| Closed | -$8.35M | – | 251 |
|
|
2018
Q4 | $8.35M | Sell |
147,141
-4,181
| -3% | -$260K | 0.64% | 40 |
|
|
2018
Q3 | $10.2M | Buy |
151,322
+6,552
| +5% | +$438K | 0.8% | 36 |
|
|
2018
Q2 | $9.16M | Buy |
144,770
+8,915
| +7% | +$556K | 0.86% | 34 |
|
|
2018
Q1 | $8.65M | Buy |
135,855
+17,643
| +15% | +$1.09M | 0.84% | 36 |
|
|
2017
Q4 | $7.48M | Buy |
118,212
+7,473
| +7% | +$570K | 0.79% | 37 |
|
|
2017
Q3 | $8.55M | Buy |
110,739
+4,576
| +4% | +$362K | 0.99% | 34 |
|
|
2017
Q2 | $8.3M | Buy |
106,163
+3,061
| +3% | +$245K | 1.02% | 30 |
|
|
2017
Q1 | $8.21M | Buy |
103,102
+3,161
| +3% | +$240K | 1.13% | 27 |
|
|
2016
Q4 | $6.23M | Buy |
99,941
+2,710
| +3% | +$191K | 0.91% | 35 |
|
|
2016
Q3 | $7.03M | Sell |
97,231
-1,718
| -2% | -$129K | 1.1% | 27 |
|
|
2016
Q2 | $7.68M | Sell |
98,949
-15,301
| -13% | -$1.1M | 1.22% | 28 |
|
|
2016
Q1 | $8.21M | Sell |
114,250
-20,805
| -15% | -$1.35M | 1.26% | 29 |
|
|
2015
Q4 | $8M | Buy |
135,055
+3,283
| +2% | +$201K | 1.34% | 29 |
|
|
2015
Q3 | $8.31M | Buy |
131,772
+700
| +0.5% | +$41.6K | 1.58% | 25 |
|
|
2015
Q2 | $7.28M | Buy |
131,072
+6,086
| +5% | +$366K | 1.37% | 32 |
|
|
2015
Q1 | $7.81M | Sell |
124,986
-45
| -0% | -$2.94K | 1.47% | 29 |
|
|
2014
Q4 | $8.19M | Sell |
125,031
-1,200
| -1% | -$74.5K | 1.35% | 31 |
|
|
2014
Q3 | $7.06M | Buy |
126,231
+4,336
| +4% | +$248K | 1.14% | 33 |
|
|
2014
Q2 | $7.08M | Buy |
121,895
+2,955
| +2% | +$166K | 1.65% | 26 |
|
|
2014
Q1 | $6.73M | Buy |
118,940
+2,934
| +3% | +$146K | 1.84% | 26 |
|
|
2013
Q4 | $5.37M | Buy |
116,006
+6,597
| +6% | +$312K | 1.39% | 34 |
|
|
2013
Q3 | $5.04M | Buy |
109,409
+6,201
| +6% | +$293K | 1.58% | 30 |
|
|
2013
Q2 | $4.97M | Buy |
+103,208
| New | +$5.1M | 1.79% | 27 |
|
Other funds holding EIX
VCM
VPM
