Atria Wealth Solutions’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	$2.38M	Sell	23,677 -13,753	-37%	-$1.46M	0.05%	374
2025 Q1	$4.14M	Sell	37,430 -899	-2%	-$88.2K	0.05%	398
2024 Q4	$3.42M	Sell	38,329 -790	-2%	-$77.8K	0.04%	464
2024 Q3	$4.07M	Sell	39,119 -315	-0.8%	-$31.2K	0.04%	400
2024 Q2	$3.53M	Sell	39,434 -6,201	-14%	-$575K	0.04%	436
2024 Q1	$4.14M	Sell	45,635 -745	-2%	-$66.8K	0.05%	389
2023 Q4	$4.22M	Buy	46,380 +1,213	+3%	+$108K	0.05%	356
2023 Q3	$3.86M	Buy	45,167 +2,380	+6%	+$217K	0.05%	355
2023 Q2	$3.87M	Buy	42,787 +3,238	+8%	+$310K	0.05%	359
2023 Q1	$3.78M	Buy	39,549 +6,839	+21%	+$640K	0.06%	340
2022 Q4	$3.12M	Sell	32,710 -192	-0.6%	-$17.5K	0.05%	368
2022 Q3	$2.82M	Buy	32,902 +1,469	+5%	+$142K	0.05%	366
2022 Q2	$2.99M	Buy	31,433 +4,015	+15%	+$382K	0.06%	340
2022 Q1	$2.6M	Buy	+27,418	New	+$2.37M	0.04%	406