Montag & Associates’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.5K | Sell |
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|
2025
Q2 | $35.6K | Hold |
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|
2025
Q1 | $40.7K | Hold |
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|
2024
Q4 | $55.1K | Hold |
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|
2024
Q3 | $60.1K | Hold |
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|
2024
Q2 | $49.5K | Hold |
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|
2024
Q1 | $49.3K | Hold |
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|
2023
Q4 | $49.9K | Hold |
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|
2023
Q3 | $44.2K | Hold |
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|
2023
Q2 | $47.9K | Hold |
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|
2023
Q1 | $49.2K | Hold |
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|
2022
Q4 | $44.4K | Hold |
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|
2022
Q3 | $40K | Hold |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $38K | Hold |
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|
2021
Q2 | $40K | Buy |
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|
2021
Q1 | $11K | Hold |
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|
2020
Q4 | $12K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $937K | Buy |
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|
2014
Q1 | $898K | Sell |
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|
2013
Q4 | $772K | Buy |
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|
2013
Q3 | $757K | Sell |
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|
2013
Q2 | $2.09M | Buy |
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