PWA
Primoris Wealth Advisors’s Edison International EIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Hold |
4,201
| – | – | 0.15% | 88 |
|
|
2025
Q1 | $248K | Hold |
4,201
| – | – | 0.19% | 83 |
|
|
2024
Q4 | $335K | Hold |
4,201
| – | – | 0.26% | 68 |
|
|
2024
Q3 | $366K | Hold |
4,201
| – | – | 0.27% | 73 |
|
|
2024
Q2 | $302K | Hold |
4,201
| – | – | 0.24% | 80 |
|
|
2024
Q1 | $297K | Hold |
4,201
| – | – | 0.24% | 77 |
|
|
2023
Q4 | $300K | Hold |
4,201
| – | – | 0.28% | 70 |
|
|
2023
Q3 | $266K | Hold |
4,201
| – | – | 0.32% | 59 |
|
|
2023
Q2 | $292K | Hold |
4,201
| – | – | 0.32% | 54 |
|
|
2023
Q1 | $297K | Hold |
4,201
| – | – | 0.37% | 52 |
|
|
2022
Q4 | $267K | Hold |
4,201
| – | – | 0.41% | 49 |
|
|
2022
Q3 | $238K | Sell |
4,201
-5
| -0.1% | -$283 | 0.42% | 50 |
|
|
2022
Q2 | $266K | Buy |
4,206
+5
| +0.1% | +$316 | 0.38% | 58 |
|
|
2022
Q1 | $294K | Hold |
4,201
| – | – | 0.27% | 58 |
|
|
2021
Q4 | $287K | Buy |
+4,201
| New | +$287K | 0.23% | 69 |
|