Avidian Wealth Enterprises’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	$892K	Sell	7,882 -62	-0.8%	-$6.71K	0.03%	305
2025 Q4	$789K	Sell	7,944 -353	-4%	-$35K	0.03%	272
2025 Q3	$834K	Buy	8,297 +81	+1%	+$8.13K	0.03%	250
2025 Q2	$824K	Buy	8,216 +119	+1%	+$12.6K	0.03%	233
2025 Q1	$895K	Sell	8,097 -44	-0.5%	-$4.32K	0.04%	212
2024 Q4	$726K	Sell	8,141 -2,084	-20%	-$205K	0.03%	236
2024 Q3	$1.06M	Buy	10,225 +147	+1%	+$14.5K	0.05%	180
2024 Q2	$901K	Buy	10,078 +100	+1%	+$9.27K	0.04%	199
2024 Q1	$906K	Sell	9,978 -1,295	-11%	-$116K	0.04%	184
2023 Q4	$1.03M	Buy	11,273 +20	+0.2%	+$1.79K	0.06%	165
2023 Q3	$962K	Buy	11,253 +202	+2%	+$18.4K	0.07%	166
2023 Q2	$999K	Sell	11,051 -1,092	-9%	-$104K	0.07%	177
2023 Q1	$1.16M	Buy	12,143 +582	+5%	+$54.5K	0.06%	181
2022 Q4	$1.1M	Buy	11,561 +336	+3%	+$30.6K	0.07%	162
2022 Q3	$963K	Sell	11,225 -38	-0.3%	-$3.67K	0.07%	152
2022 Q2	$1.07M	Buy	11,263 +286	+3%	+$27.2K	0.08%	159
2022 Q1	$1.04M	Buy	10,977 +766	+8%	+$66.2K	0.06%	190
2021 Q4	$871K	Buy	10,211 +16	+0.2%	+$1.26K	0.05%	207
2021 Q3	$740K	Buy	10,195 +1,376	+16%	+$103K	0.06%	161
2021 Q2	$632K	Buy	8,819 +341	+4%	+$26.2K	0.05%	182
2021 Q1	$634K	Sell	8,478 -444	-5%	-$31.2K	0.05%	173
2020 Q4	$645K	Buy	8,922 +510	+6%	+$39.6K	0.06%	150
2020 Q3	$654K	Buy	8,412 +2,759	+49%	+$204K	0.07%	133
2020 Q2	$407K	Buy	5,653 +1,366	+32%	+$105K	0.05%	152
2020 Q1	$334K	Buy	4,287 +453	+12%	+$39.7K	0.05%	137
2019 Q4	$347K	Buy	3,834 +83	+2%	+$7.43K	0.05%	159
2019 Q3	$354K	Buy	3,751 +172	+5%	+$15.3K	0.06%	131
2019 Q2	$314K	Buy	3,579 +758	+27%	+$65.3K	0.07%	99
2019 Q1	$239K	Buy	+2,821	New	+$225K	0.05%	109