Whittier Trust’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 | $160K | Buy |
3,105
+30
| +1% | +$1.55K | ﹤0.01% | 702 |
|
|
2025
Q1 | $181K | Sell |
3,075
-1,220
| -28% | -$71.9K | ﹤0.01% | 667 |
|
|
2024
Q4 | $343K | Buy |
4,295
+200
| +5% | +$16K | ﹤0.01% | 559 |
|
|
2024
Q3 | $357K | Hold |
4,095
| – | – | ﹤0.01% | 563 |
|
|
2024
Q2 | $294K | Buy |
4,095
+1,335
| +48% | +$95.9K | ﹤0.01% | 575 |
|
|
2024
Q1 | $195K | Sell |
2,760
-1,102
| -29% | -$77.9K | ﹤0.01% | 653 |
|
|
2023
Q4 | $276K | Sell |
3,862
-535
| -12% | -$38.2K | ﹤0.01% | 582 |
|
|
2023
Q3 | $278K | Sell |
4,397
-316
| -7% | -$20K | ﹤0.01% | 571 |
|
|
2023
Q2 | $327K | Sell |
4,713
-349
| -7% | -$24.2K | 0.01% | 537 |
|
|
2023
Q1 | $357K | Buy |
5,062
+1,088
| +27% | +$76.8K | 0.01% | 533 |
|
|
2022
Q4 | $253K | Hold |
3,974
| – | – | ﹤0.01% | 597 |
|
|
2022
Q3 | $225K | Sell |
3,974
-17
| -0.4% | -$963 | ﹤0.01% | 605 |
|
|
2022
Q2 | $253K | Buy |
3,991
+1,033
| +35% | +$65.5K | 0.01% | 587 |
|
|
2022
Q1 | $207K | Sell |
2,958
-150
| -5% | -$10.5K | ﹤0.01% | 672 |
|
|
2021
Q4 | $212K | Sell |
3,108
-160
| -5% | -$10.9K | ﹤0.01% | 661 |
|
|
2021
Q3 | $182K | Sell |
3,268
-1,649
| -34% | -$91.8K | ﹤0.01% | 659 |
|
|
2021
Q2 | $284K | Hold |
4,917
| – | – | 0.01% | 588 |
|
|
2021
Q1 | $288K | Buy |
4,917
+128
| +3% | +$7.5K | 0.01% | 578 |
|
|
2020
Q4 | $301K | Sell |
4,789
-554
| -10% | -$34.8K | 0.01% | 517 |
|
|
2020
Q3 | $272K | Buy |
5,343
+1,141
| +27% | +$58.1K | 0.01% | 513 |
|
|
2020
Q2 | $229K | Sell |
4,202
-999
| -19% | -$54.4K | 0.01% | 516 |
|
|
2020
Q1 | $285K | Buy |
5,201
+100
| +2% | +$5.48K | 0.01% | 453 |
|
|
2019
Q4 | $385K | Sell |
5,101
-29
| -0.6% | -$2.19K | 0.01% | 436 |
|
|
2019
Q3 | $387K | Buy |
5,130
+846
| +20% | +$63.8K | 0.01% | 438 |
|
|
2019
Q2 | $289K | Sell |
4,284
-396
| -8% | -$26.7K | 0.01% | 474 |
|
|
2019
Q1 | $290K | Sell |
4,680
-42
| -0.9% | -$2.6K | 0.01% | 472 |
|
|
2018
Q4 | $268K | Hold |
4,722
| – | – | 0.01% | 463 |
|
|
2018
Q3 | $320K | Hold |
4,722
| – | – | 0.01% | 435 |
|
|
2018
Q2 | $299K | Sell |
4,722
-43
| -0.9% | -$2.72K | 0.01% | 441 |
|
|
2018
Q1 | $303K | Sell |
4,765
-91
| -2% | -$5.79K | 0.01% | 444 |
|
|
2017
Q4 | $307K | Buy |
4,856
+201
| +4% | +$12.7K | 0.01% | 431 |
|
|
2017
Q3 | $360K | Hold |
4,655
| – | – | 0.01% | 400 |
|
|
2017
Q2 | $364K | Hold |
4,655
| – | – | 0.01% | 388 |
|
|
2017
Q1 | $371K | Buy |
4,655
+70
| +2% | +$5.58K | 0.02% | 380 |
|
|
2016
Q4 | $330K | Sell |
4,585
-698
| -13% | -$50.2K | 0.01% | 396 |
|
|
2016
Q3 | $382K | Hold |
5,283
| – | – | 0.02% | 374 |
|
|
2016
Q2 | $410K | Hold |
5,283
| – | – | 0.02% | 359 |
|
|
2016
Q1 | $380K | Sell |
5,283
-2,300
| -30% | -$165K | 0.02% | 372 |
|
|
2015
Q4 | $449K | Sell |
7,583
-995
| -12% | -$58.9K | 0.02% | 363 |
|
|
2015
Q3 | $540K | Buy |
8,578
+85
| +1% | +$5.35K | 0.03% | 324 |
|
|
2015
Q2 | $472K | Buy |
8,493
+1,515
| +22% | +$84.2K | 0.02% | 361 |
|
|
2015
Q1 | $436K | Buy |
6,978
+2,423
| +53% | +$151K | 0.02% | 366 |
|
|
2014
Q4 | $298K | Hold |
4,555
| – | – | 0.01% | 392 |
|
|
2014
Q3 | $255K | Hold |
4,555
| – | – | 0.01% | 403 |
|
|
2014
Q2 | $264K | Hold |
4,555
| – | – | 0.01% | 399 |
|
|
2014
Q1 | $258K | Hold |
4,555
| – | – | 0.01% | 401 |
|
|
2013
Q4 | $211K | Hold |
4,555
| – | – | 0.01% | 426 |
|
|
2013
Q3 | $210K | Hold |
4,555
| – | – | 0.01% | 434 |
|
|
2013
Q2 | $219K | Buy |
+4,555
| New | +$219K | 0.01% | 416 |
|