Mission Wealth Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $637K | Buy |
8,708
+202
| +2% | +$13.6K | 0.01% | 423 |
|
|
2025
Q4 | $511K | Buy |
8,506
+2,235
| +36% | +$128K | 0.01% | 490 |
|
|
2025
Q3 | $347K | Buy |
6,271
+89
| +1% | +$4.8K | 0.01% | 570 |
|
|
2025
Q2 | $319K | Sell |
6,182
-111
| -2% | -$6.08K | 0.01% | 569 |
|
|
2025
Q1 | $371K | Sell |
6,293
-2,257
| -26% | -$130K | 0.01% | 524 |
|
|
2024
Q4 | $683K | Sell |
8,550
-5
| -0.1% | -$418 | 0.02% | 363 |
|
|
2024
Q3 | $745K | Sell |
8,555
-70
| -0.8% | -$5.68K | 0.02% | 351 |
|
|
2024
Q2 | $619K | Sell |
8,625
-720
| -8% | -$52.2K | 0.02% | 365 |
|
|
2024
Q1 | $661K | Buy |
9,345
+853
| +10% | +$58.3K | 0.02% | 368 |
|
|
2023
Q4 | $607K | Buy |
8,492
+2,310
| +37% | +$152K | 0.02% | 331 |
|
|
2023
Q3 | $391K | Buy |
6,182
+39
| +0.6% | +$2.72K | 0.01% | 396 |
|
|
2023
Q2 | $427K | Buy |
6,143
+52
| +0.9% | +$3.66K | 0.02% | 377 |
|
|
2023
Q1 | $430K | Buy |
6,091
+59
| +1% | +$3.98K | 0.02% | 368 |
|
|
2022
Q4 | $384K | Sell |
6,032
-1,958
| -25% | -$120K | 0.02% | 378 |
|
|
2022
Q3 | $452K | Buy |
7,990
+1
| +0% | +$66 | 0.02% | 307 |
|
|
2022
Q2 | $505K | Buy |
7,989
+3,732
| +88% | +$253K | 0.03% | 293 |
|
|
2022
Q1 | $298K | Sell |
4,257
-136
| -3% | -$8.69K | 0.01% | 423 |
|
|
2021
Q4 | $300K | Buy |
4,393
+38
| +0.9% | +$2.41K | 0.01% | 436 |
|
|
2021
Q3 | $242K | Hold |
4,355
| – | – | 0.01% | 457 |
|
|
2021
Q2 | $252K | Sell |
4,355
-1,431
| -25% | -$83.2K | 0.01% | 430 |
|
|
2021
Q1 | $339K | Buy |
+5,786
| New | +$340K | 0.02% | 337 |
|
Other funds holding EIX
VCM
VPM