AE Wealth Management’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 | $933K | Buy |
9,297
+2,567
| +38% | +$258K | 0.01% | 743 |
|
|
2025
Q1 | $744K | Sell |
6,730
-1,592
| -19% | -$176K | 0.01% | 797 |
|
|
2024
Q4 | $743K | Sell |
8,322
-2,257
| -21% | -$201K | 0.01% | 778 |
|
|
2024
Q3 | $1.1M | Sell |
10,579
-833
| -7% | -$86.7K | 0.01% | 674 |
|
|
2024
Q2 | $1.02M | Buy |
11,412
+2,163
| +23% | +$193K | 0.01% | 693 |
|
|
2024
Q1 | $840K | Sell |
9,249
-25,558
| -73% | -$2.32M | 0.01% | 692 |
|
|
2023
Q4 | $3.13M | Buy |
34,807
+1,201
| +4% | +$108K | 0.02% | 749 |
|
|
2023
Q3 | $2.87M | Buy |
33,606
+6,366
| +23% | +$544K | 0.02% | 722 |
|
|
2023
Q2 | $2.46M | Buy |
27,240
+5,498
| +25% | +$497K | 0.01% | 777 |
|
|
2023
Q1 | $2.08M | Sell |
21,742
-630
| -3% | -$60.3K | 0.01% | 780 |
|
|
2022
Q4 | $2.13M | Sell |
22,372
-399
| -2% | -$38K | 0.02% | 719 |
|
|
2022
Q3 | $1.95M | Buy |
22,771
+949
| +4% | +$81.4K | 0.02% | 708 |
|
|
2022
Q2 | $2.08M | Sell |
21,822
-1,707
| -7% | -$162K | 0.02% | 661 |
|
|
2022
Q1 | $2.23M | Buy |
23,529
+1,446
| +7% | +$137K | 0.02% | 678 |
|
|
2021
Q4 | $1.88M | Sell |
22,083
-791
| -3% | -$67.5K | 0.01% | 713 |
|
|
2021
Q3 | $1.66M | Buy |
22,874
+2,211
| +11% | +$160K | 0.01% | 699 |
|
|
2021
Q2 | $1.48M | Buy |
20,663
+1,267
| +7% | +$90.9K | 0.01% | 720 |
|
|
2021
Q1 | $1.45M | Sell |
19,396
-5,249
| -21% | -$393K | 0.01% | 659 |
|
|
2020
Q4 | $1.78M | Sell |
24,645
-796
| -3% | -$57.5K | 0.02% | 530 |
|
|
2020
Q3 | $1.98M | Buy |
25,441
+2,949
| +13% | +$229K | 0.03% | 420 |
|
|
2020
Q2 | $1.62M | Sell |
22,492
-8,920
| -28% | -$642K | 0.03% | 470 |
|
|
2020
Q1 | $2.45M | Buy |
31,412
+15,401
| +96% | +$1.2M | 0.06% | 268 |
|
|
2019
Q4 | $1.45M | Buy |
16,011
+3,047
| +24% | +$276K | 0.03% | 438 |
|
|
2019
Q3 | $1.23M | Buy |
12,964
+3,161
| +32% | +$299K | 0.04% | 400 |
|
|
2019
Q2 | $860K | Buy |
9,803
+4,810
| +96% | +$422K | 0.03% | 449 |
|
|
2019
Q1 | $423K | Buy |
4,993
+1,016
| +26% | +$86.1K | 0.03% | 375 |
|
|
2018
Q4 | $304K | Sell |
3,977
-4,715
| -54% | -$360K | 0.05% | 344 |
|
|
2018
Q3 | $662K | Buy |
8,692
+772
| +10% | +$58.8K | 0.04% | 274 |
|
|
2018
Q2 | $618K | Buy |
7,920
+123
| +2% | +$9.6K | 0.04% | 234 |
|
|
2018
Q1 | $608K | Buy |
7,797
+1,306
| +20% | +$102K | 0.05% | 232 |
|
|
2017
Q4 | $551K | Sell |
6,491
-533
| -8% | -$45.2K | 0.05% | 230 |
|
|
2017
Q3 | $567K | Buy |
7,024
+104
| +2% | +$8.4K | 0.05% | 220 |
|
|
2017
Q2 | $559K | Sell |
6,920
-633
| -8% | -$51.1K | 0.07% | 216 |
|
|
2017
Q1 | $587K | Buy |
7,553
+4,010
| +113% | +$312K | 0.11% | 155 |
|
|
2016
Q4 | $261K | Buy |
+3,543
| New | +$261K | 0.11% | 162 |
|