Aviso Wealth Management’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 | $882K | Sell |
8,785
-269
| -3% | -$27K | 0.41% | 61 |
|
|
2025
Q1 | $1M | Sell |
9,054
-99
| -1% | -$10.9K | 0.53% | 51 |
|
|
2024
Q4 | $817K | Buy |
9,153
+70
| +0.8% | +$6.25K | 0.42% | 64 |
|
|
2024
Q3 | $946K | Sell |
9,083
-4,316
| -32% | -$449K | 0.51% | 50 |
|
|
2024
Q2 | $1.2M | Buy |
13,399
+481
| +4% | +$43K | 0.71% | 36 |
|
|
2024
Q1 | $1.17M | Buy |
12,918
+7,481
| +138% | +$679K | 0.74% | 34 |
|
|
2023
Q4 | $495K | Buy |
+5,437
| New | +$495K | 0.36% | 72 |
|