Westmount Partners’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
6,177
-1
| -0% | -$52 | 0.09% | 184 |
|
|
2025
Q1 | $364K | Sell |
6,178
-3,503
| -36% | -$206K | 0.11% | 156 |
|
|
2024
Q4 | $773K | Sell |
9,681
-267
| -3% | -$21.3K | 0.23% | 82 |
|
|
2024
Q3 | $866K | Buy |
9,948
+267
| +3% | +$23.3K | 0.26% | 80 |
|
|
2024
Q2 | $689K | Hold |
9,681
| – | – | 0.23% | 91 |
|
|
2024
Q1 | $685K | Buy |
9,681
+94
| +1% | +$6.65K | 0.25% | 87 |
|
|
2023
Q4 | $685K | Buy |
9,587
+450
| +5% | +$32.2K | 0.28% | 80 |
|
|
2023
Q3 | $578K | Hold |
9,137
| – | – | 0.25% | 91 |
|
|
2023
Q2 | $635K | Hold |
9,137
| – | – | 0.28% | 80 |
|
|
2023
Q1 | $645K | Buy |
9,137
+3,099
| +51% | +$219K | 0.3% | 75 |
|
|
2022
Q4 | $384K | Buy |
+6,038
| New | +$384K | 0.2% | 115 |
|