AWA
Aaron Wealth Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Sell |
8,583
-529
| -6% | -$53.1K | 0.09% | 150 |
|
|
2025
Q1 | $1.01M | Buy |
9,112
+935
| +11% | +$103K | 0.12% | 126 |
|
|
2024
Q4 | $730K | Buy |
8,177
+1,363
| +20% | +$122K | 0.08% | 149 |
|
|
2024
Q3 | $710K | Buy |
6,814
+358
| +6% | +$37.3K | 0.08% | 150 |
|
|
2024
Q2 | $577K | Buy |
6,456
+206
| +3% | +$18.4K | 0.08% | 156 |
|
|
2024
Q1 | $568K | Buy |
6,250
+98
| +2% | +$8.9K | 0.08% | 149 |
|
|
2023
Q4 | $560K | Sell |
6,152
-302
| -5% | -$27.5K | 0.09% | 132 |
|
|
2023
Q3 | $552K | Buy |
6,454
+511
| +9% | +$43.7K | 0.07% | 136 |
|
|
2023
Q2 | $537K | Buy |
5,943
+244
| +4% | +$22.1K | 0.07% | 148 |
|
|
2023
Q1 | $545K | Sell |
5,699
-66
| -1% | -$6.31K | 0.08% | 146 |
|
|
2022
Q4 | $549K | Buy |
+5,765
| New | +$549K | 0.08% | 141 |
|
|
2022
Q2 | – | Sell |
-64,761
| Closed | -$684K | – | 385 |
|
|
2022
Q1 | $684K | Buy |
+64,761
| New | +$684K | 0.01% | 439 |
|