MGWM
Marks Group Wealth Management’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $991K | Sell |
19,210
-5,877
| -23% | -$303K | 0.09% | 179 |
|
|
2025
Q1 | $1.48M | Buy |
25,087
+1,420
| +6% | +$83.7K | 0.14% | 145 |
|
|
2024
Q4 | $1.89M | Sell |
23,667
-11,006
| -32% | -$879K | 0.19% | 123 |
|
|
2024
Q3 | $3.02M | Sell |
34,673
-578
| -2% | -$50.3K | 0.29% | 99 |
|
|
2024
Q2 | $2.53M | Sell |
35,251
-738
| -2% | -$53K | 0.27% | 101 |
|
|
2024
Q1 | $2.55M | Sell |
35,989
-3,271
| -8% | -$231K | 0.27% | 101 |
|
|
2023
Q4 | $2.81M | Buy |
39,260
+6,096
| +18% | +$436K | 0.32% | 95 |
|
|
2023
Q3 | $2.1M | Sell |
33,164
-1,906
| -5% | -$121K | 0.26% | 115 |
|
|
2023
Q2 | $2.44M | Buy |
35,070
+15,837
| +82% | +$1.1M | 0.29% | 106 |
|
|
2023
Q1 | $1.36M | Buy |
19,233
+1,502
| +8% | +$106K | 0.17% | 141 |
|
|
2022
Q4 | $1.13M | Buy |
17,731
+2,033
| +13% | +$129K | 0.15% | 152 |
|
|
2022
Q3 | $888K | Buy |
15,698
+1,877
| +14% | +$106K | 0.14% | 162 |
|
|
2022
Q2 | $874K | Buy |
13,821
+2,568
| +23% | +$162K | 0.13% | 174 |
|
|
2022
Q1 | $789K | Buy |
+11,253
| New | +$789K | 0.1% | 192 |
|