Avidian Wealth Enterprises’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824K | Buy |
8,216
+119
| +1% | +$11.9K | 0.03% | 232 |
|
|
2025
Q1 | $895K | Sell |
8,097
-44
| -0.5% | -$4.87K | 0.04% | 212 |
|
|
2024
Q4 | $726K | Sell |
8,141
-2,084
| -20% | -$186K | 0.03% | 236 |
|
|
2024
Q3 | $1.06M | Buy |
10,225
+147
| +1% | +$15.3K | 0.05% | 179 |
|
|
2024
Q2 | $901K | Buy |
10,078
+100
| +1% | +$8.94K | 0.04% | 189 |
|
|
2024
Q1 | $906K | Sell |
9,978
-1,295
| -11% | -$118K | 0.04% | 180 |
|
|
2023
Q4 | $1.03M | Buy |
11,273
+20
| +0.2% | +$1.82K | 0.06% | 163 |
|
|
2023
Q3 | $962K | Buy |
11,253
+202
| +2% | +$17.3K | 0.07% | 164 |
|
|
2023
Q2 | $999K | Sell |
11,051
-1,092
| -9% | -$98.7K | 0.07% | 176 |
|
|
2023
Q1 | $1.16M | Buy |
12,143
+582
| +5% | +$55.7K | 0.06% | 180 |
|
|
2022
Q4 | $1.1M | Buy |
11,561
+336
| +3% | +$32K | 0.07% | 161 |
|
|
2022
Q3 | $963K | Sell |
11,225
-38
| -0.3% | -$3.26K | 0.07% | 152 |
|
|
2022
Q2 | $1.07M | Buy |
11,263
+286
| +3% | +$27.2K | 0.08% | 158 |
|
|
2022
Q1 | $1.04M | Buy |
10,977
+766
| +8% | +$72.5K | 0.06% | 183 |
|
|
2021
Q4 | $871K | Buy |
10,211
+16
| +0.2% | +$1.37K | 0.05% | 203 |
|
|
2021
Q3 | $740K | Buy |
10,195
+1,376
| +16% | +$99.9K | 0.06% | 160 |
|
|
2021
Q2 | $632K | Buy |
8,819
+341
| +4% | +$24.4K | 0.05% | 182 |
|
|
2021
Q1 | $634K | Sell |
8,478
-444
| -5% | -$33.2K | 0.05% | 172 |
|
|
2020
Q4 | $645K | Buy |
8,922
+510
| +6% | +$36.9K | 0.06% | 150 |
|
|
2020
Q3 | $654K | Buy |
8,412
+2,759
| +49% | +$215K | 0.07% | 133 |
|
|
2020
Q2 | $407K | Buy |
5,653
+1,366
| +32% | +$98.3K | 0.05% | 151 |
|
|
2020
Q1 | $334K | Buy |
4,287
+453
| +12% | +$35.3K | 0.05% | 136 |
|
|
2019
Q4 | $347K | Buy |
3,834
+83
| +2% | +$7.51K | 0.05% | 159 |
|
|
2019
Q3 | $354K | Buy |
3,751
+172
| +5% | +$16.2K | 0.06% | 131 |
|
|
2019
Q2 | $314K | Buy |
3,579
+758
| +27% | +$66.5K | 0.07% | 99 |
|
|
2019
Q1 | $239K | Buy |
+2,821
| New | +$239K | 0.05% | 109 |
|