Ownership history in DEFINED WEALTH MANAGEMENT, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which DEFINED WEALTH MANAGEMENT, LLC reported a position in EDISON INTL (EIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 5,046 | -1 | -0.0% | 0.16% | $279K | $53.65 |
| 2025 Q2 | REDUCED | 5,047 | -29 | -0.6% | 0.16% | $260K | $49.29 |
| 2025 Q1 | ADDED | 5,076 | +21 | +0.4% | 0.20% | $299K | $55.44 |
| 2024 Q4 | ADDED | 5,055 | +4 | +0.1% | 0.27% | $404K | $74.33 |
| 2024 Q3 | ADDED | 5,051 | +2 | +0.0% | 0.29% | $440K | $80.34 |
| 2024 Q2 | ADDED | 5,049 | +7 | +0.1% | 0.25% | $363K | $65.53 |
| 2024 Q1 | ADDED | 5,042 | +3 | +0.1% | 0.26% | $357K | $64.55 |
| 2023 Q4 | ADDED | 5,039 | +9 | +0.2% | 0.28% | $360K | $64.49 |
| 2023 Q3 | ADDED | 5,030 | +3 | +0.1% | 0.27% | $318K | $56.48 |
| 2023 Q2 | ADDED | 5,027 | +2 | +0.0% | 0.29% | $349K | $60.62 |
As of 2025 Q4 — sorted by position size