Atwood & Palmer’s Consolidated Edison ED Stock Holding History

Atwood & Palmer’s Portfolio ED Stock Details ED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.3K	Hold	232	–	–	﹤0.01%	309
2025 Q1	$25.7K	Hold	232	–	–	﹤0.01%	274
2024 Q4	$20.7K	Hold	232	–	–	﹤0.01%	285
2024 Q3	$24.2K	Hold	232	–	–	﹤0.01%	272
2024 Q2	$20.7K	Hold	232	–	–	﹤0.01%	295
2024 Q1	$21.1K	Sell	232 -1,200	-84%	-$109K	﹤0.01%	273
2023 Q4	$130K	Hold	1,432	–	–	0.01%	171
2023 Q3	$122K	Hold	1,432	–	–	0.01%	163
2023 Q2	$129K	Hold	1,432	–	–	0.01%	172
2023 Q1	$137K	Hold	1,432	–	–	0.01%	161
2022 Q4	$136K	Hold	1,432	–	–	0.01%	163
2022 Q3	$123K	Hold	1,432	–	–	0.01%	160
2022 Q2	$136K	Hold	1,432	–	–	0.01%	155
2022 Q1	$136K	Hold	1,432	–	–	0.01%	155
2021 Q4	$122K	Hold	1,432	–	–	0.01%	172
2021 Q3	$104K	Hold	1,432	–	–	0.01%	183
2021 Q2	$103K	Hold	1,432	–	–	0.01%	183
2021 Q1	$107K	Hold	1,432	–	–	0.01%	175
2020 Q4	$103K	Hold	1,432	–	–	0.01%	169
2020 Q3	$111K	Hold	1,432	–	–	0.01%	156
2020 Q2	$103K	Hold	1,432	–	–	0.01%	157
2020 Q1	$112K	Hold	1,432	–	–	0.02%	143
2019 Q4	$130K	Hold	1,432	–	–	0.02%	146
2019 Q3	$135K	Hold	1,432	–	–	0.02%	149
2019 Q2	$126K	Sell	1,432 -150	-9%	-$13.2K	0.02%	143
2019 Q1	$134K	Hold	1,582	–	–	0.02%	140
2018 Q4	$121K	Hold	1,582	–	–	0.02%	140
2018 Q3	$121K	Hold	1,582	–	–	0.02%	149
2018 Q2	$123K	Hold	1,582	–	–	0.02%	142
2018 Q1	$123K	Hold	1,582	–	–	0.02%	144
2017 Q4	$134K	Hold	1,582	–	–	0.02%	142
2017 Q3	$128K	Sell	1,582 -231	-13%	-$18.7K	0.02%	141
2017 Q2	$147K	Hold	1,813	–	–	0.02%	141
2017 Q1	$141K	Buy	1,813 +1,200	+196%	+$93.3K	0.02%	130
2016 Q4	$45K	Hold	613	–	–	0.01%	173
2016 Q3	$46K	Buy	613 +81	+15%	+$6.08K	0.01%	173
2016 Q2	$43K	Hold	532	–	–	0.01%	179
2016 Q1	$41K	Hold	532	–	–	0.01%	185
2015 Q4	$34K	Hold	532	–	–	0.01%	225
2015 Q3	$36K	Hold	532	–	–	0.01%	215
2015 Q2	$31K	Hold	532	–	–	0.01%	213
2015 Q1	$32K	Sell	532 -500	-48%	-$30.1K	0.01%	208
2014 Q4	$69K	Hold	1,032	–	–	0.01%	184
2014 Q3	$58K	Buy	1,032 +500	+94%	+$28.1K	0.01%	195
2014 Q2	$31K	Buy	+532	New	+$31K	0.01%	209