AA
Apriem Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
12,731
-40
| -0.3% | -$4.01K | 0.14% | 79 |
|
|
2025
Q1 | $1.41M | Hold |
12,771
| – | – | 0.17% | 72 |
|
|
2024
Q4 | $1.14M | Hold |
12,771
| – | – | 0.13% | 74 |
|
|
2024
Q3 | $1.33M | Sell |
12,771
-15
| -0.1% | -$1.56K | 0.16% | 69 |
|
|
2024
Q2 | $1.14M | Buy |
12,786
+176
| +1% | +$15.7K | 0.14% | 73 |
|
|
2024
Q1 | $1.15M | Sell |
12,610
-10,100
| -44% | -$917K | 0.14% | 75 |
|
|
2023
Q4 | $2.07M | Sell |
22,710
-158
| -0.7% | -$14.4K | 0.28% | 49 |
|
|
2023
Q3 | $1.96M | Sell |
22,868
-316
| -1% | -$27K | 0.29% | 52 |
|
|
2023
Q2 | $2.1M | Sell |
23,184
-52
| -0.2% | -$4.7K | 0.31% | 50 |
|
|
2023
Q1 | $2.22M | Hold |
23,236
| – | – | 0.36% | 47 |
|
|
2022
Q4 | $2.21M | Sell |
23,236
-274
| -1% | -$26.1K | 0.38% | 42 |
|
|
2022
Q3 | $2.02M | Buy |
23,510
+20
| +0.1% | +$1.72K | 0.36% | 42 |
|
|
2022
Q2 | $2.23M | Buy |
23,490
+15
| +0.1% | +$1.43K | 0.38% | 39 |
|
|
2022
Q1 | $2.22M | Buy |
23,475
+30
| +0.1% | +$2.84K | 0.33% | 44 |
|
|
2021
Q4 | $2M | Sell |
23,445
-950
| -4% | -$81K | 0.28% | 44 |
|
|
2021
Q3 | $1.77M | Buy |
24,395
+1,290
| +6% | +$93.7K | 0.25% | 43 |
|
|
2021
Q2 | $1.66M | Buy |
23,105
+650
| +3% | +$46.6K | 0.25% | 48 |
|
|
2021
Q1 | $1.68M | Buy |
22,455
+9,721
| +76% | +$727K | 0.26% | 45 |
|
|
2020
Q4 | $920K | Sell |
12,734
-7,684
| -38% | -$555K | 0.16% | 52 |
|
|
2020
Q3 | $1.59M | Buy |
20,418
+5,394
| +36% | +$420K | 0.29% | 40 |
|
|
2020
Q2 | $1.08M | Sell |
15,024
-14,727
| -50% | -$1.06M | 0.22% | 49 |
|
|
2020
Q1 | $2.32M | Sell |
29,751
-61,107
| -67% | -$4.77M | 0.56% | 35 |
|
|
2019
Q4 | $8.22M | Sell |
90,858
-2,261
| -2% | -$205K | 1.58% | 17 |
|
|
2019
Q3 | $8.8M | Sell |
93,119
-5,031
| -5% | -$475K | 1.95% | 15 |
|
|
2019
Q2 | $8.61M | Sell |
98,150
-1,507
| -2% | -$132K | 2.7% | 12 |
|
|
2019
Q1 | $8.45M | Buy |
99,657
+1,859
| +2% | +$158K | 2.24% | 12 |
|
|
2018
Q4 | $7.48M | Buy |
97,798
+16,754
| +21% | +$1.28M | 2.63% | 9 |
|
|
2018
Q3 | $6.18M | Sell |
81,044
-207
| -0.3% | -$15.8K | 1.35% | 23 |
|
|
2018
Q2 | $6.34M | Sell |
81,251
-3,206
| -4% | -$250K | 1.42% | 20 |
|
|
2018
Q1 | $6.58M | Buy |
84,457
+1,693
| +2% | +$132K | 1.61% | 17 |
|
|
2017
Q4 | $7.03M | Buy |
82,764
+784
| +1% | +$66.6K | 1.74% | 13 |
|
|
2017
Q3 | $6.61M | Buy |
81,980
+11,994
| +17% | +$968K | 1.64% | 16 |
|
|
2017
Q2 | $5.66M | Sell |
69,986
-2,372
| -3% | -$192K | 1.5% | 21 |
|
|
2017
Q1 | $5.62M | Buy |
72,358
+3,788
| +6% | +$294K | 1.53% | 21 |
|
|
2016
Q4 | $5.05M | Sell |
68,570
-3,096
| -4% | -$228K | 1.5% | 17 |
|
|
2016
Q3 | $5.4M | Buy |
71,666
+253
| +0.4% | +$19K | 1.61% | 20 |
|
|
2016
Q2 | $5.74M | Buy |
71,413
+598
| +0.8% | +$48.1K | 1.87% | 13 |
|
|
2016
Q1 | $5.43M | Buy |
70,815
+1,204
| +2% | +$92.3K | 2.14% | 13 |
|
|
2015
Q4 | $4.47M | Buy |
69,611
+1,277
| +2% | +$82.1K | 1.59% | 17 |
|
|
2015
Q3 | $4.57M | Buy |
68,334
+2,767
| +4% | +$185K | 1.69% | 15 |
|
|
2015
Q2 | $3.8M | Sell |
65,567
-6,723
| -9% | -$389K | 1.3% | 26 |
|
|
2015
Q1 | $4.41M | Buy |
72,290
+3,348
| +5% | +$204K | 1.53% | 22 |
|
|
2014
Q4 | $4.55M | Sell |
68,942
-1,672
| -2% | -$110K | 1.68% | 22 |
|
|
2014
Q3 | $4M | Buy |
70,614
+1,102
| +2% | +$62.4K | 1.53% | 22 |
|
|
2014
Q2 | $4.01M | Buy |
69,512
+950
| +1% | +$54.9K | 1.53% | 21 |
|
|
2014
Q1 | $3.68M | Buy |
68,562
+1,140
| +2% | +$61.2K | 1.39% | 25 |
|
|
2013
Q4 | $3.73M | Buy |
67,422
+5,460
| +9% | +$302K | 1.46% | 25 |
|
|
2013
Q3 | $3.42M | Buy |
61,962
+3,105
| +5% | +$171K | 1.48% | 28 |
|
|
2013
Q2 | $3.43M | Buy |
+58,857
| New | +$3.43M | 1.68% | 19 |
|