Mitchell & Pahl Private 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 | – | Sell |
-3,122
| Closed | -$249K | – | 147 |
|
|
2024
Q4 | $249K | Sell |
3,122
-412
| -12% | -$32.9K | 0.12% | 142 |
|
|
2024
Q3 | $308K | Sell |
3,534
-105
| -3% | -$9.14K | 0.14% | 138 |
|
|
2024
Q2 | $261K | Sell |
3,639
-5
| -0.1% | -$359 | 0.14% | 137 |
|
|
2024
Q1 | $258K | Sell |
3,644
-463
| -11% | -$32.7K | 0.14% | 136 |
|
|
2023
Q4 | $294K | Sell |
4,107
-80
| -2% | -$5.72K | 0.17% | 134 |
|
|
2023
Q3 | $265K | Sell |
4,187
-275
| -6% | -$17.4K | 0.16% | 139 |
|
|
2023
Q2 | $310K | Sell |
4,462
-408
| -8% | -$28.3K | 0.19% | 136 |
|
|
2023
Q1 | $344K | Sell |
4,870
-277
| -5% | -$19.6K | 0.22% | 132 |
|
|
2022
Q4 | $327K | Sell |
5,147
-2,664
| -34% | -$169K | 0.21% | 134 |
|
|
2022
Q3 | $442K | Sell |
7,811
-402
| -5% | -$22.7K | 0.33% | 102 |
|
|
2022
Q2 | $519K | Sell |
8,213
-259
| -3% | -$16.4K | 0.36% | 94 |
|
|
2022
Q1 | $594K | Sell |
8,472
-228
| -3% | -$16K | 0.38% | 90 |
|
|
2021
Q4 | $594K | Sell |
8,700
-200
| -2% | -$13.7K | 0.38% | 88 |
|
|
2021
Q3 | $494K | Sell |
8,900
-22
| -0.2% | -$1.22K | 0.36% | 91 |
|
|
2021
Q2 | $516K | Sell |
8,922
-8
| -0.1% | -$463 | 0.37% | 88 |
|
|
2021
Q1 | $523K | Sell |
8,930
-187
| -2% | -$11K | 0.41% | 83 |
|
|
2020
Q4 | $573K | Buy |
+9,117
| New | +$573K | 0.48% | 72 |
|