AllSquare 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
Q1 | – | Sell |
-1,000
| Closed | -$89.2K | – | 543 |
|
|
2024
Q4 | $89.2K | Hold |
1,000
| – | – | 0.05% | 162 |
|
|
2024
Q3 | $104K | Hold |
1,000
| – | – | 0.06% | 148 |
|
|
2024
Q2 | $89.4K | Hold |
1,000
| – | – | 0.05% | 156 |
|
|
2024
Q1 | $90.8K | Hold |
1,000
| – | – | 0.05% | 160 |
|
|
2023
Q4 | $91K | Hold |
1,000
| – | – | 0.06% | 153 |
|
|
2023
Q3 | $85.5K | Hold |
1,000
| – | – | 0.06% | 154 |
|
|
2023
Q2 | $92.6K | Hold |
1,000
| – | – | 0.06% | 147 |
|
|
2023
Q1 | $95.7K | Hold |
1,000
| – | – | 0.06% | 142 |
|
|
2022
Q4 | $95.3K | Hold |
1,000
| – | – | 0.07% | 139 |
|
|
2022
Q3 | $86K | Hold |
1,000
| – | – | 0.06% | 137 |
|
|
2022
Q2 | $95K | Hold |
1,000
| – | – | 0.06% | 134 |
|
|
2022
Q1 | $95K | Hold |
1,000
| – | – | 0.06% | 152 |
|
|
2021
Q4 | $85K | Hold |
1,000
| – | – | 0.05% | 171 |
|
|
2021
Q3 | $73K | Hold |
1,000
| – | – | 0.04% | 184 |
|
|
2021
Q2 | $72K | Hold |
1,000
| – | – | 0.04% | 193 |
|
|
2021
Q1 | $75K | Hold |
1,000
| – | – | 0.05% | 176 |
|
|
2020
Q4 | $72K | Hold |
1,000
| – | – | 0.05% | 169 |
|
|
2020
Q3 | $78K | Hold |
1,000
| – | – | 0.06% | 147 |
|
|
2020
Q2 | $72K | Hold |
1,000
| – | – | 0.05% | 145 |
|
|
2020
Q1 | $78K | Hold |
1,000
| – | – | 0.07% | 131 |
|
|
2019
Q4 | $90K | Hold |
1,000
| – | – | 0.06% | 135 |
|
|
2019
Q3 | $94K | Sell |
1,000
-100
| -9% | -$8.88K | 0.07% | 129 |
|
|
2019
Q2 | $96K | Sell |
1,100
-300
| -21% | -$25.8K | 0.07% | 126 |
|
|
2019
Q1 | $119K | Hold |
1,400
| – | – | 0.09% | 110 |
|
|
2018
Q4 | $107K | Hold |
1,400
| – | – | 0.09% | 110 |
|
|
2018
Q3 | $107K | Hold |
1,400
| – | – | 0.08% | 115 |
|
|
2018
Q2 | $109K | Hold |
1,400
| – | – | 0.08% | 117 |
|
|
2018
Q1 | $109K | Hold |
1,400
| – | – | 0.09% | 101 |
|
|
2017
Q4 | $119K | Hold |
1,400
| – | – | 0.09% | 94 |
|
|
2017
Q3 | $113K | Buy |
+1,400
| New | +$116K | 0.09% | 93 |
|
|
2017
Q2 | – | Sell |
-1,400
| Closed | -$109K | – | 216 |
|
|
2017
Q1 | $109K | Hold |
1,400
| – | – | 0.1% | 90 |
|
|
2016
Q4 | $103K | Hold |
1,400
| – | – | 0.09% | 93 |
|
|
2016
Q3 | $105K | Hold |
1,400
| – | – | 0.1% | 81 |
|
|
2016
Q2 | $113K | Hold |
1,400
| – | – | 0.11% | 72 |
|
|
2016
Q1 | $107K | Hold |
1,400
| – | – | 0.11% | 75 |
|
|
2015
Q4 | $90K | Hold |
1,400
| – | – | 0.09% | 85 |
|
|
2015
Q3 | $94K | Hold |
1,400
| – | – | 0.1% | 79 |
|
|
2015
Q2 | $81K | Hold |
1,400
| – | – | 0.08% | 94 |
|
|
2015
Q1 | $85K | Hold |
1,400
| – | – | 0.08% | 92 |
|
|
2014
Q4 | $92K | Buy |
+1,400
| New | +$87.8K | 0.09% | 85 |
|
Other funds holding ED
AllSquare Wealth Management's ED Position: Q1 2025 in Review
AllSquare Wealth Management sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 1,000 shares — an estimated $89.2K sold.
AllSquare Wealth Management first reported a position in ED in Q4 2014 and held it in 40 quarters. The position peaked at $119K in Q1 2019. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.
- AllSquare Wealth Management reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
- AllSquare Wealth Management sold 1,000 Consolidated Edison shares in Q1 2025, an estimated $89.2K.
- AllSquare Wealth Management first reported a position in Consolidated Edison in Q4 2014 and held it in 40 quarters.
- AllSquare Wealth Management's Consolidated Edison position peaked at $119K in Q1 2019.
- 1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.
Based on AllSquare Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.