FWM
Focused Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,646
| Closed | -$215K | – | 191 |
|
|
2025
Q1 | $215K | Buy |
3,646
+502
| +16% | +$29.6K | 0.03% | 145 |
|
|
2024
Q4 | $251K | Buy |
3,144
+2
| +0.1% | +$160 | 0.03% | 131 |
|
|
2024
Q3 | $274K | Buy |
3,142
+1
| +0% | +$87 | 0.04% | 144 |
|
|
2024
Q2 | $226K | Buy |
3,141
+2
| +0.1% | +$144 | 0.03% | 134 |
|
|
2024
Q1 | $222K | Buy |
3,139
+1
| +0% | +$71 | 0.03% | 133 |
|
|
2023
Q4 | $224K | Hold |
3,138
| – | – | 0.04% | 127 |
|
|
2023
Q3 | $199K | Hold |
3,138
| – | – | 0.04% | 136 |
|
|
2023
Q2 | $218K | Hold |
3,138
| – | – | 0.04% | 134 |
|
|
2023
Q1 | $221K | Hold |
3,138
| – | – | 0.04% | 137 |
|
|
2022
Q4 | $200K | Hold |
3,138
| – | – | 0.04% | 137 |
|
|
2022
Q3 | $178K | Sell |
3,138
-141
| -4% | -$8K | 0.04% | 137 |
|
|
2022
Q2 | $207K | Buy |
3,279
+5
| +0.2% | +$316 | 0.04% | 135 |
|
|
2022
Q1 | $230K | Buy |
3,274
+4
| +0.1% | +$281 | 0.04% | 143 |
|
|
2021
Q4 | $223K | Buy |
3,270
+5
| +0.2% | +$341 | 0.03% | 160 |
|
|
2021
Q3 | $181K | Buy |
3,265
+5
| +0.2% | +$277 | 0.03% | 174 |
|
|
2021
Q2 | $189K | Buy |
3,260
+4
| +0.1% | +$232 | 0.03% | 175 |
|
|
2021
Q1 | $191K | Buy |
3,256
+400
| +14% | +$23.5K | 0.03% | 172 |
|
|
2020
Q4 | $179K | Hold |
2,856
| – | – | 0.03% | 161 |
|
|
2020
Q3 | $145K | Hold |
2,856
| – | – | 0.03% | 169 |
|
|
2020
Q2 | $155K | Hold |
2,856
| – | – | 0.04% | 160 |
|
|
2020
Q1 | $156K | Hold |
2,856
| – | – | 0.04% | 136 |
|
|
2019
Q4 | $215K | Hold |
2,856
| – | – | 0.05% | 141 |
|
|
2019
Q3 | $215K | Hold |
2,856
| – | – | 0.06% | 126 |
|
|
2019
Q2 | $193K | Hold |
2,856
| – | – | 0.05% | 153 |
|
|
2019
Q1 | $177K | Hold |
2,856
| – | – | 0.05% | 146 |
|
|
2018
Q4 | $162K | Hold |
2,856
| – | – | 0.06% | 158 |
|
|
2018
Q3 | $193K | Buy |
+2,856
| New | +$193K | 0.07% | 148 |
|