Axxcess Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
2,750
| – | – | 0.01% | 743 |
|
|
2025
Q1 | $304K | Sell |
2,750
-138
| -5% | -$15.3K | 0.01% | 677 |
|
|
2024
Q4 | $258K | Sell |
2,888
-5
| -0.2% | -$446 | 0.01% | 715 |
|
|
2024
Q3 | $301K | Sell |
2,893
-187
| -6% | -$19.5K | 0.01% | 686 |
|
|
2024
Q2 | $275K | Hold |
3,080
| – | – | 0.01% | 681 |
|
|
2024
Q1 | $280K | Hold |
3,080
| – | – | 0.01% | 687 |
|
|
2023
Q4 | $280K | Buy |
+3,080
| New | +$280K | 0.01% | 663 |
|
|
2022
Q3 | – | Sell |
-3,304
| Closed | -$314K | – | 560 |
|
|
2022
Q2 | $314K | Buy |
+3,304
| New | +$314K | 0.03% | 382 |
|