Marcum 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
Q1 | $280K | Sell |
4,746
-516
| -10% | -$30.4K | 0.02% | 299 |
|
|
2024
Q4 | $420K | Sell |
5,262
-1,839
| -26% | -$147K | 0.04% | 219 |
|
|
2024
Q3 | $618K | Buy |
7,101
+294
| +4% | +$25.6K | 0.06% | 164 |
|
|
2024
Q2 | $489K | Sell |
6,807
-36
| -0.5% | -$2.59K | 0.05% | 195 |
|
|
2024
Q1 | $484K | Sell |
6,843
-874
| -11% | -$61.8K | 0.05% | 196 |
|
|
2023
Q4 | $552K | Sell |
7,717
-654
| -8% | -$46.8K | 0.06% | 165 |
|
|
2023
Q3 | $530K | Buy |
8,371
+244
| +3% | +$15.4K | 0.06% | 163 |
|
|
2023
Q2 | $564K | Buy |
8,127
+411
| +5% | +$28.5K | 0.07% | 152 |
|
|
2023
Q1 | $545K | Buy |
7,716
+187
| +2% | +$13.2K | 0.07% | 161 |
|
|
2022
Q4 | $479K | Buy |
7,529
+856
| +13% | +$54.5K | 0.06% | 173 |
|
|
2022
Q3 | $378K | Buy |
6,673
+185
| +3% | +$10.5K | 0.06% | 197 |
|
|
2022
Q2 | $410K | Buy |
6,488
+83
| +1% | +$5.25K | 0.06% | 185 |
|
|
2022
Q1 | $449K | Buy |
6,405
+669
| +12% | +$46.9K | 0.06% | 177 |
|
|
2021
Q4 | $391K | Sell |
5,736
-610
| -10% | -$41.6K | 0.05% | 203 |
|
|
2021
Q3 | $352K | Buy |
6,346
+558
| +10% | +$31K | 0.06% | 212 |
|
|
2021
Q2 | $335K | Buy |
+5,788
| New | +$335K | 0.05% | 204 |
|