KWB Wealth’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 | $795K | Sell |
13,492
-1,259
| -9% | -$74.2K | 0.1% | 83 |
|
|
2025
Q1 | $1.18M | Buy |
14,751
+218
| +2% | +$17.4K | 0.14% | 70 |
|
|
2024
Q4 | $1.27M | Sell |
14,533
-348
| -2% | -$30.3K | 0.16% | 58 |
|
|
2024
Q3 | $1.07M | Sell |
14,881
-383
| -3% | -$27.5K | 0.14% | 58 |
|
|
2024
Q2 | $1.08M | Hold |
15,264
| – | – | 0.15% | 58 |
|
|
2024
Q1 | $1.08M | Sell |
15,264
-162
| -1% | -$11.5K | 0.15% | 59 |
|
|
2023
Q4 | $1.1M | Sell |
15,426
-1,892
| -11% | -$135K | 0.16% | 53 |
|
|
2023
Q3 | $1.2M | Hold |
17,318
| – | – | 0.19% | 46 |
|
|
2023
Q2 | $1.2M | Sell |
17,318
-2,037
| -11% | -$141K | 0.19% | 46 |
|
|
2023
Q1 | $1.23M | Sell |
19,355
-46
| -0.2% | -$2.93K | 0.23% | 43 |
|
|
2022
Q4 | $1.23M | Hold |
19,401
| – | – | 0.23% | 41 |
|
|
2022
Q3 | $1.1M | Sell |
19,401
-460
| -2% | -$26K | 0.22% | 44 |
|
|
2022
Q2 | $1.26M | Buy |
19,861
+1
| +0% | +$63 | 0.24% | 43 |
|
|
2022
Q1 | $1.36M | Hold |
19,860
| – | – | 0.23% | 36 |
|
|
2021
Q4 | $1.36M | Sell |
19,860
-83
| -0.4% | -$5.66K | 0.23% | 36 |
|
|
2021
Q3 | $1.11M | Sell |
19,943
-62
| -0.3% | -$3.44K | 0.2% | 39 |
|
|
2021
Q2 | $1.17M | Sell |
20,005
-480
| -2% | -$28.1K | 0.22% | 38 |
|
|
2021
Q1 | $1.2M | Sell |
20,485
-2,404
| -11% | -$141K | 0.23% | 38 |
|
|
2020
Q4 | $1.44M | Buy |
+22,889
| New | +$1.44M | 0.3% | 34 |
|