Morningstar Investment Management’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 |
-4,601
| Closed | -$367K | – | 122 |
|
|
2024
Q4 | $367K | Buy |
4,601
+156
| +4% | +$12.4K | 0.03% | 145 |
|
|
2024
Q3 | $376K | Sell |
4,445
-973
| -18% | -$82.3K | 0.04% | 152 |
|
|
2024
Q2 | $389K | Hold |
5,418
| – | – | 0.04% | 142 |
|
|
2024
Q1 | $383K | Hold |
5,418
| – | – | 0.04% | 141 |
|
|
2023
Q4 | $387K | Sell |
5,418
-219
| -4% | -$15.6K | 0.04% | 136 |
|
|
2023
Q3 | $357K | Hold |
5,637
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $391K | Hold |
5,637
| – | – | 0.05% | 113 |
|
|
2023
Q1 | $398K | Sell |
5,637
-423
| -7% | -$29.9K | 0.06% | 65 |
|
|
2022
Q4 | $386K | Buy |
+6,060
| New | +$386K | 0.07% | 67 |
|