Integrated Wealth Concepts’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
27,273
+14,415
| +112% | +$744K | 0.01% | 759 |
|
|
2025
Q1 | $758K | Sell |
12,858
-7,094
| -36% | -$418K | 0.01% | 952 |
|
|
2024
Q4 | $1.59M | Buy |
19,952
+1,753
| +10% | +$140K | 0.02% | 640 |
|
|
2024
Q3 | $1.58M | Sell |
18,199
-622
| -3% | -$54.2K | 0.02% | 613 |
|
|
2024
Q2 | $1.35M | Sell |
18,821
-887
| -5% | -$63.7K | 0.02% | 631 |
|
|
2024
Q1 | $1.39M | Sell |
19,708
-10
| -0.1% | -$707 | 0.02% | 629 |
|
|
2023
Q4 | $1.41M | Sell |
19,718
-4,857
| -20% | -$347K | 0.02% | 600 |
|
|
2023
Q3 | $1.56M | Sell |
24,575
-596
| -2% | -$37.7K | 0.03% | 533 |
|
|
2023
Q2 | $1.75M | Buy |
25,171
+5,358
| +27% | +$372K | 0.03% | 513 |
|
|
2023
Q1 | $1.4M | Buy |
19,813
+11,349
| +134% | +$801K | 0.03% | 506 |
|
|
2022
Q4 | $538K | Sell |
8,464
-542
| -6% | -$34.5K | 0.01% | 643 |
|
|
2022
Q3 | $510K | Sell |
9,006
-1,078
| -11% | -$61K | 0.02% | 585 |
|
|
2022
Q2 | $638K | Buy |
10,084
+131
| +1% | +$8.29K | 0.02% | 536 |
|
|
2022
Q1 | $698K | Sell |
9,953
-299
| -3% | -$21K | 0.02% | 486 |
|
|
2021
Q4 | $700K | Sell |
10,252
-189
| -2% | -$12.9K | 0.02% | 525 |
|
|
2021
Q3 | $579K | Sell |
10,441
-60
| -0.6% | -$3.33K | 0.02% | 545 |
|
|
2021
Q2 | $607K | Sell |
10,501
-1,184
| -10% | -$68.4K | 0.02% | 486 |
|
|
2021
Q1 | $685K | Sell |
11,685
-255
| -2% | -$14.9K | 0.03% | 392 |
|
|
2020
Q4 | $750K | Buy |
11,940
+427
| +4% | +$26.8K | 0.04% | 306 |
|
|
2020
Q3 | $585K | Buy |
11,513
+6,631
| +136% | +$337K | 0.04% | 309 |
|
|
2020
Q2 | $265K | Buy |
4,882
+258
| +6% | +$14K | 0.02% | 432 |
|
|
2020
Q1 | $253K | Buy |
+4,624
| New | +$253K | 0.02% | 344 |
|