Affinity Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Hold |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $266K | Hold |
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|
2024
Q3 | $310K | Hold |
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|
2024
Q2 | $267K | Hold |
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|
2024
Q1 | $271K | Hold |
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|
2023
Q4 | $271K | Hold |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $284K | Hold |
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|
2022
Q3 | $256K | Hold |
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|
2022
Q2 | $274K | Hold |
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|
2022
Q1 | $293K | Hold |
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|
2021
Q4 | $246K | Buy |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $213K | Buy |
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|
2021
Q1 | $230K | Hold |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $208K | Buy |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $252K | Buy |
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|
2019
Q2 | $227K | Buy |
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|
2019
Q1 | $218K | Buy |
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