JWM
Jackson 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 |
-23,240
| Closed | -$1.37M | – | 163 |
|
|
2025
Q1 | $1.37M | Buy |
23,240
+1,174
| +5% | +$69.2K | 0.17% | 81 |
|
|
2024
Q4 | $1.76M | Buy |
22,066
+518
| +2% | +$41.4K | 0.2% | 75 |
|
|
2024
Q3 | $1.88M | Buy |
21,548
+10,681
| +98% | +$930K | 0.22% | 76 |
|
|
2024
Q2 | $780K | Sell |
10,867
-8,367
| -44% | -$601K | 0.17% | 85 |
|
|
2024
Q1 | $1.36M | Buy |
19,234
+4,361
| +29% | +$308K | 0.17% | 82 |
|
|
2023
Q4 | $1.06M | Sell |
14,873
-2,500
| -14% | -$179K | 0.14% | 85 |
|
|
2023
Q3 | $1.1M | Buy |
17,373
+2,009
| +13% | +$127K | 0.16% | 81 |
|
|
2023
Q2 | $1.07M | Buy |
+15,364
| New | +$1.07M | 0.16% | 78 |
|