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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $779K | Buy |
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|
2024
Q1 | $701K | Buy |
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|
2023
Q4 | $666K | Sell |
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|
2023
Q3 | $629K | Sell |
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|
2023
Q2 | $556K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $307K | Buy |
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|
2021
Q1 | $270K | Buy |
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|
2020
Q4 | $280K | Sell |
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|
2020
Q3 | $259K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $293K | Sell |
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|
2019
Q4 | $437K | Buy |
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|
2019
Q3 | $424K | Sell |
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|
2019
Q2 | $446K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $8.35M | Sell |
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|
2018
Q3 | $10.2M | Buy |
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|
2018
Q2 | $9.16M | Buy |
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|
2018
Q1 | $8.65M | Buy |
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|
2017
Q4 | $7.48M | Buy |
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|
2017
Q3 | $8.55M | Buy |
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|
2017
Q2 | $8.3M | Buy |
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|
2017
Q1 | $8.21M | Buy |
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|
2016
Q4 | $6.23M | Buy |
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|
2016
Q3 | $7.03M | Sell |
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|
2016
Q2 | $7.68M | Sell |
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|
2016
Q1 | $8.21M | Sell |
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|
2015
Q4 | $8M | Buy |
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|
2015
Q3 | $8.31M | Buy |
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|
2015
Q2 | $7.28M | Buy |
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|
2015
Q1 | $7.81M | Sell |
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|
2014
Q4 | $8.19M | Sell |
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|
2014
Q3 | $7.06M | Buy |
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|
2014
Q2 | $7.08M | Buy |
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|
2014
Q1 | $6.73M | Buy |
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|
2013
Q4 | $5.37M | Buy |
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|
2013
Q3 | $5.04M | Buy |
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|
2013
Q2 | $4.97M | Buy |
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