ProVise Management Group’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	$4.46M	Sell	60,996 -11	-0%	-$742	0.32%	72
2025 Q4	$3.66M	Sell	61,007 -2,446	-4%	-$140K	0.26%	76
2025 Q3	$3.51M	Buy	63,453 +1,623	+3%	+$87.6K	0.26%	79
2025 Q2	$3.19M	Sell	61,830 -1,111	-2%	-$60.9K	0.25%	85
2025 Q1	$3.71M	Buy	62,941 +1,418	+2%	+$81.5K	0.31%	76
2024 Q4	$4.91M	Sell	61,523 -8,473	-12%	-$708K	0.42%	65
2024 Q3	$6.1M	Buy	69,996 +431	+0.6%	+$35K	0.48%	58
2024 Q2	$5M	Buy	69,565 +610	+0.9%	+$44.2K	0.43%	64
2024 Q1	$4.88M	Sell	68,955 -779	-1%	-$53.3K	0.42%	70
2023 Q4	$4.99M	Buy	69,734 +1,382	+2%	+$90.8K	0.42%	70
2023 Q3	$4.33M	Sell	68,352 -39	-0.1%	-$2.72K	0.4%	75
2023 Q2	$4.75M	Buy	68,391 +1,267	+2%	+$89.1K	0.43%	69
2023 Q1	$4.74M	Buy	67,124 +7,579	+13%	+$512K	0.45%	69
2022 Q4	$3.79M	Buy	59,545 +22,227	+60%	+$1.36M	0.38%	76
2022 Q3	$2.11M	Buy	37,318 +9,510	+34%	+$629K	0.24%	104
2022 Q2	$1.76M	Buy	27,808 +7,106	+34%	+$482K	0.19%	121
2022 Q1	$1.45M	Buy	20,702 +12,341	+148%	+$788K	0.14%	142
2021 Q4	$571K	Buy	8,361 +3,152	+61%	+$200K	0.05%	229
2021 Q3	$289K	Buy	+5,209	New	+$299K	0.03%	295