EWM
Evercore Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
+9,241
| New | +$477K | 0.01% | 285 |
|
|
2022
Q2 | – | Sell |
-3,450
| Closed | -$242K | – | 403 |
|
|
2022
Q1 | $242K | Sell |
3,450
-59
| -2% | -$4.14K | ﹤0.01% | 389 |
|
|
2021
Q4 | $239K | Buy |
+3,509
| New | +$239K | ﹤0.01% | 391 |
|
|
2021
Q3 | – | Sell |
-3,851
| Closed | -$223K | – | 419 |
|
|
2021
Q2 | $223K | Buy |
+3,851
| New | +$223K | ﹤0.01% | 409 |
|
|
2020
Q1 | – | Sell |
-2,795
| Closed | -$211K | – | 373 |
|
|
2019
Q4 | $211K | Sell |
2,795
-200
| -7% | -$15.1K | 0.01% | 383 |
|
|
2019
Q3 | $226K | Sell |
2,995
-5
| -0.2% | -$377 | 0.01% | 369 |
|
|
2019
Q2 | $202K | Buy |
+3,000
| New | +$202K | 0.01% | 402 |
|
|
2018
Q4 | – | Sell |
-3,123
| Closed | -$211K | – | 382 |
|
|
2018
Q3 | $211K | Sell |
3,123
-234
| -7% | -$15.8K | 0.01% | 395 |
|
|
2018
Q2 | $212K | Buy |
+3,357
| New | +$212K | 0.01% | 382 |
|
|
2018
Q1 | – | Sell |
-3,057
| Closed | -$193K | – | 468 |
|
|
2017
Q4 | $193K | Sell |
3,057
-440
| -13% | -$27.8K | 0.01% | 365 |
|
|
2017
Q3 | $270K | Sell |
3,497
-80
| -2% | -$6.18K | 0.01% | 328 |
|
|
2017
Q2 | $279K | Sell |
3,577
-50
| -1% | -$3.9K | 0.01% | 327 |
|
|
2017
Q1 | $289K | Sell |
3,627
-1,421
| -28% | -$113K | 0.01% | 323 |
|
|
2016
Q4 | $363K | Buy |
5,048
+21
| +0.4% | +$1.51K | 0.02% | 281 |
|
|
2016
Q3 | $363K | Hold |
5,027
| – | – | 0.02% | 284 |
|
|
2016
Q2 | $391K | Sell |
5,027
-200
| -4% | -$15.6K | 0.02% | 271 |
|
|
2016
Q1 | $376K | Hold |
5,227
| – | – | 0.02% | 278 |
|
|
2015
Q4 | $309K | Buy |
5,227
+200
| +4% | +$11.8K | 0.01% | 311 |
|
|
2015
Q3 | $319K | Hold |
5,027
| – | – | 0.02% | 321 |
|
|
2015
Q2 | $280K | Sell |
5,027
-900
| -15% | -$50.1K | 0.01% | 369 |
|
|
2015
Q1 | $369K | Sell |
5,927
-399
| -6% | -$24.8K | 0.02% | 319 |
|
|
2014
Q4 | $415K | Sell |
6,326
-500
| -7% | -$32.8K | 0.02% | 268 |
|
|
2014
Q3 | $380K | Sell |
6,826
-1,160
| -15% | -$64.6K | 0.02% | 303 |
|
|
2014
Q2 | $464K | Sell |
7,986
-300
| -4% | -$17.4K | 0.02% | 276 |
|
|
2014
Q1 | $472K | Sell |
8,286
-575
| -6% | -$32.8K | 0.03% | 264 |
|
|
2013
Q4 | $412K | Sell |
8,861
-2,494
| -22% | -$116K | 0.02% | 286 |
|
|
2013
Q3 | $525K | Buy |
11,355
+33
| +0.3% | +$1.53K | 0.03% | 272 |
|
|
2013
Q2 | $547K | Buy |
+11,322
| New | +$547K | 0.03% | 268 |
|