Avantax Planning Partners’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
Q3 | $561K | Sell |
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|
2025
Q2 | $661K | Buy |
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|
2025
Q1 | $726K | Sell |
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|
2024
Q4 | $611K | Sell |
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|
2024
Q3 | $754K | Sell |
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|
2024
Q2 | $939K | Sell |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | $203K | Hold |
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|
2021
Q2 | $201K | Sell |
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|
2021
Q1 | $228K | Sell |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q3 | $230K | Hold |
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|
2020
Q2 | $213K | Hold |
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|
2020
Q1 | $231K | Hold |
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|
2019
Q4 | $267K | Hold |
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|
2019
Q3 | $279K | Sell |
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|
2019
Q2 | $267K | Hold |
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|
2019
Q1 | $255K | Hold |
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|
2018
Q4 | $230K | Hold |
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|
2018
Q3 | $229K | Buy |
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|
2018
Q2 | $211K | Hold |
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|
2018
Q1 | $211K | Sell |
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|
2017
Q4 | $237K | Sell |
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|
2017
Q3 | $250K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $341K | Buy |
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