Atlas Capital Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.13K | Hold |
10
| – | – | ﹤0.01% | 918 |
|
|
2025
Q4 | $993 | Buy |
+10
| New | +$992 | ﹤0.01% | 892 |
|
|
2025
Q2 | $501 | Hold |
5
| – | – | ﹤0.01% | 899 |
|
|
2025
Q1 | $552 | Hold |
5
| – | – | ﹤0.01% | 942 |
|
|
2024
Q4 | $446 | Hold |
5
| – | – | ﹤0.01% | 905 |
|
|
2024
Q3 | $520 | Hold |
5
| – | – | ﹤0.01% | 875 |
|
|
2024
Q2 | $447 | Hold |
5
| – | – | ﹤0.01% | 871 |
|
|
2024
Q1 | $454 | Hold |
5
| – | – | ﹤0.01% | 856 |
|
|
2023
Q4 | $454 | Hold |
5
| – | – | ﹤0.01% | 867 |
|
|
2023
Q3 | $427 | Hold |
5
| – | – | ﹤0.01% | 846 |
|
|
2023
Q2 | $452 | Hold |
5
| – | – | ﹤0.01% | 867 |
|
|
2023
Q1 | $478 | Sell |
5
-39
| -89% | -$3.65K | ﹤0.01% | 875 |
|
|
2022
Q4 | $4.19K | Hold |
44
| – | – | ﹤0.01% | 797 |
|
|
2022
Q3 | $3.77K | Sell |
44
-150
| -77% | -$14.5K | ﹤0.01% | 796 |
|
|
2022
Q2 | $18.4K | Buy |
194
+39
| +25% | +$3.71K | ﹤0.01% | 695 |
|
|
2022
Q1 | $14.7K | Hold |
155
| – | – | ﹤0.01% | 665 |
|
|
2021
Q4 | $13.2K | Hold |
155
| – | – | ﹤0.01% | 678 |
|
|
2021
Q3 | $11.3K | Sell |
155
-342
| -69% | -$25.5K | ﹤0.01% | 709 |
|
|
2021
Q2 | $35.6K | Buy |
497
+5
| +1% | +$384 | 0.01% | 571 |
|
|
2021
Q1 | $36.8K | Buy |
492
+63
| +15% | +$4.43K | 0.01% | 527 |
|
|
2020
Q4 | $31K | Buy |
+429
| New | +$33.3K | 0.01% | 509 |
|
|
2018
Q2 | – | Sell |
-225
| Closed | -$17.5K | – | 529 |
|
|
2018
Q1 | $17.5K | Buy |
+225
| New | +$17.5K | 0.01% | 455 |
|
Other funds holding ED
VCM
VPM
DAM