Waverly Advisors’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
$409K Buy
2025
Q2
$245K Buy
2014
Q4
Sell
2014
Q3
$3K Hold
2014
Q2
$3K Hold
2014
Q1
$3K Sell
2013
Q4
$86K Buy
2013
Q3
$83K Buy