180 Wealth Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
4,415
-416
| -9% | -$41.7K | 0.06% | 264 |
|
|
2025
Q1 | $534K | Buy |
4,831
+9
| +0.2% | +$995 | 0.09% | 219 |
|
|
2024
Q4 | $430K | Sell |
4,822
-54
| -1% | -$4.82K | 0.07% | 247 |
|
|
2024
Q3 | $508K | Buy |
4,876
+16
| +0.3% | +$1.67K | 0.08% | 224 |
|
|
2024
Q2 | $444K | Buy |
4,860
+178
| +4% | +$16.3K | 0.07% | 241 |
|
|
2024
Q1 | $425K | Buy |
4,682
+267
| +6% | +$24.2K | 0.08% | 230 |
|
|
2023
Q4 | $408K | Sell |
4,415
-472
| -10% | -$43.6K | 0.08% | 229 |
|
|
2023
Q3 | $418K | Sell |
4,887
-5
| -0.1% | -$428 | 0.09% | 213 |
|
|
2023
Q2 | $445K | Hold |
4,892
| – | – | 0.1% | 204 |
|
|
2023
Q1 | $468K | Hold |
4,892
| – | – | 0.11% | 193 |
|
|
2022
Q4 | $464K | Sell |
4,892
-435
| -8% | -$41.3K | 0.11% | 198 |
|
|
2022
Q3 | $457K | Hold |
5,327
| – | – | 0.13% | 157 |
|
|
2022
Q2 | $518K | Hold |
5,327
| – | – | 0.13% | 151 |
|
|
2022
Q1 | $522K | Hold |
5,327
| – | – | 0.11% | 171 |
|
|
2021
Q4 | $440K | Hold |
5,327
| – | – | 0.1% | 198 |
|
|
2021
Q3 | $397K | Hold |
5,327
| – | – | 0.09% | 227 |
|
|
2021
Q2 | $407K | Buy |
5,327
+140
| +3% | +$10.7K | 0.09% | 212 |
|
|
2021
Q1 | $410K | Hold |
5,187
| – | – | 0.1% | 193 |
|
|
2020
Q4 | $360K | Hold |
5,187
| – | – | 0.1% | 196 |
|
|
2020
Q3 | $418K | Hold |
5,187
| – | – | 0.16% | 137 |
|
|
2020
Q2 | $384K | Hold |
5,187
| – | – | 0.15% | 141 |
|
|
2020
Q1 | $409K | Hold |
5,187
| – | – | 0.21% | 120 |
|
|
2019
Q4 | $461K | Hold |
5,187
| – | – | 0.18% | 134 |
|
|
2019
Q3 | $478K | Sell |
5,187
-50
| -1% | -$4.61K | 0.21% | 131 |
|
|
2019
Q2 | $450K | Hold |
5,237
| – | – | 0.2% | 133 |
|
|
2019
Q1 | $446K | Buy |
5,237
+100
| +2% | +$8.52K | 0.2% | 135 |
|
|
2018
Q4 | $391K | Hold |
5,137
| – | – | 0.18% | 157 |
|
|
2018
Q3 | $391K | Sell |
5,137
-200
| -4% | -$15.2K | 0.18% | 157 |
|
|
2018
Q2 | $416K | Hold |
5,337
| – | – | 0.21% | 142 |
|
|
2018
Q1 | $416K | Hold |
5,337
| – | – | 0.22% | 129 |
|
|
2017
Q4 | $453K | Buy |
+5,337
| New | +$453K | 0.23% | 121 |
|