Avion Wealth’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 | $265K | Buy |
2,642
+46
| +2% | +$4.61K | 0.06% | 73 |
|
|
2025
Q1 | $231K | Hold |
2,596
| – | – | 0.06% | 74 |
|
|
2024
Q4 | $231K | Buy |
2,596
+36
| +1% | +$3.2K | 0.06% | 74 |
|
|
2024
Q3 | $266K | Sell |
2,560
-5
| -0.2% | -$520 | 0.07% | 67 |
|
|
2024
Q2 | $229K | Buy |
2,565
+11
| +0.4% | +$982 | 0.06% | 70 |
|
|
2024
Q1 | $232K | Buy |
2,554
+7
| +0.3% | +$636 | 0.06% | 70 |
|
|
2023
Q4 | $232K | Buy |
2,547
+35
| +1% | +$3.19K | 0.07% | 68 |
|
|
2023
Q3 | $214K | Sell |
2,512
-11
| -0.4% | -$937 | 0.06% | 66 |
|
|
2023
Q2 | $228K | Buy |
2,523
+23
| +0.9% | +$2.08K | 0.06% | 66 |
|
|
2023
Q1 | $238K | Hold |
2,500
| – | – | 0.06% | 62 |
|
|
2022
Q4 | $214K | Hold |
2,500
| – | – | 0.07% | 61 |
|
|
2022
Q3 | $214K | Hold |
2,500
| – | – | 0.07% | 61 |
|
|
2022
Q2 | $238K | Hold |
2,500
| – | – | 0.07% | 57 |
|
|
2022
Q1 | $237K | Hold |
2,500
| – | – | 0.07% | 54 |
|
|
2021
Q4 | $213K | Hold |
2,500
| – | – | 0.06% | 53 |
|
|
2021
Q3 | $181K | Hold |
2,500
| – | – | 0.05% | 53 |
|
|
2021
Q2 | $179K | Hold |
2,500
| – | – | 0.05% | 54 |
|
|
2021
Q1 | $187K | Hold |
2,500
| – | – | 0.07% | 45 |
|
|
2020
Q4 | $181K | Hold |
2,500
| – | – | 0.06% | 46 |
|
|
2020
Q3 | $195K | Hold |
2,500
| – | – | 0.07% | 41 |
|
|
2020
Q2 | $180K | Hold |
2,500
| – | – | 0.06% | 42 |
|
|
2020
Q1 | $195K | Hold |
2,500
| – | – | 0.08% | 37 |
|
|
2019
Q4 | $226K | Hold |
2,500
| – | – | 0.2% | 42 |
|
|
2019
Q3 | $236K | Buy |
+2,500
| New | +$236K | 0.23% | 38 |
|