True Wealth Design’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	$389K	Buy	5,315 +756	+17%	+$51K	0.11%	46
2025 Q4	$274K	Buy	4,559 +2,206	+94%	+$127K	0.08%	54
2025 Q3	$130K	Buy	2,353 +2,070	+731%	+$112K	0.04%	119
2025 Q2	$14.6K	Sell	283 -1,612	-85%	-$88.4K	0.01%	465
2025 Q1	$112K	Buy	1,895 +1,474	+350%	+$84.7K	0.04%	77
2024 Q4	$33.6K	Sell	421 -210	-33%	-$17.6K	0.01%	242
2024 Q3	$55K	Buy	631 +619	+5,158%	+$50.3K	0.02%	126
2024 Q2	$862	Buy	12 +3	+33%	+$217	﹤0.01%	541
2024 Q1	$637	Buy	9 +4	+80%	+$273	﹤0.01%	578
2023 Q4	$358	Hold	5	–	–	﹤0.01%	567
2023 Q3	$317	Hold	5	–	–	﹤0.01%	546
2023 Q2	$348	Hold	5	–	–	﹤0.01%	546
2023 Q1	$353	Hold	5	–	–	﹤0.01%	604
2022 Q4	$318	Buy	+5	New	+$307	﹤0.01%	571