GWM
Guardian Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-218
| Closed | -$17.4K | – | 232 |
|
|
2024
Q4 | $17.4K | Hold |
218
| – | – | 0.01% | 145 |
|
|
2024
Q3 | $19K | Hold |
218
| – | – | 0.01% | 141 |
|
|
2024
Q2 | $15.7K | Sell |
218
-8
| -4% | -$574 | 0.01% | 143 |
|
|
2024
Q1 | $16K | Hold |
226
| – | – | 0.01% | 143 |
|
|
2023
Q4 | $16.2K | Sell |
226
-10,699
| -98% | -$765K | 0.01% | 144 |
|
|
2023
Q3 | $691K | Buy |
10,925
+85
| +0.8% | +$5.38K | 0.65% | 48 |
|
|
2023
Q2 | $753K | Buy |
10,840
+836
| +8% | +$58.1K | 0.69% | 48 |
|
|
2023
Q1 | $706K | Buy |
10,004
+1,000
| +11% | +$70.6K | 0.68% | 50 |
|
|
2022
Q4 | $573K | Buy |
9,004
+867
| +11% | +$55.2K | 0.56% | 55 |
|
|
2022
Q3 | $460K | Buy |
8,137
+1,202
| +17% | +$68K | 0.52% | 55 |
|
|
2022
Q2 | $439K | Buy |
6,935
+2,425
| +54% | +$154K | 0.47% | 56 |
|
|
2022
Q1 | $316K | Buy |
4,510
+262
| +6% | +$18.4K | 0.31% | 63 |
|
|
2021
Q4 | $290K | Buy |
+4,248
| New | +$290K | 0.28% | 67 |
|