Baldwin Wealth Partners’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-778
| Closed | -$81K | – | 460 |
|
|
2024
Q3 | $81K | Buy |
778
+14
| +2% | +$1.39K | 0.01% | 444 |
|
|
2024
Q2 | $68.3K | Sell |
764
-45
| -6% | -$4.17K | 0.01% | 300 |
|
|
2024
Q1 | $73.5K | Sell |
809
-60
| -7% | -$5.38K | 0.01% | 308 |
|
|
2023
Q4 | $79.1K | Hold |
869
| – | – | 0.01% | 307 |
|
|
2023
Q3 | $74.3K | Sell |
869
-30
| -3% | -$2.73K | 0.01% | 340 |
|
|
2023
Q2 | $81.3K | Buy |
899
+99
| +12% | +$9.46K | 0.01% | 344 |
|
|
2023
Q1 | $76.5K | Hold |
800
| – | – | 0.01% | 355 |
|
|
2022
Q4 | $76.2K | Hold |
800
| – | – | 0.01% | 348 |
|
|
2022
Q3 | $69K | Hold |
800
| – | – | 0.01% | 282 |
|
|
2022
Q2 | $76K | Sell |
800
-50
| -6% | -$4.76K | 0.01% | 283 |
|
|
2022
Q1 | $80K | Sell |
850
-185
| -18% | -$16K | 0.01% | 305 |
|
|
2021
Q4 | $88K | Hold |
1,035
| – | – | 0.01% | 283 |
|
|
2021
Q3 | $75K | Hold |
1,035
| – | – | 0.01% | 298 |
|
|
2021
Q2 | $74K | Sell |
1,035
-140
| -12% | -$10.7K | 0.01% | 308 |
|
|
2021
Q1 | $88K | Sell |
1,175
-113,477
| -99% | -$7.98M | 0.01% | 271 |
|
|
2020
Q4 | $8.29M | Sell |
114,652
-1,950
| -2% | -$151K | 1.04% | 34 |
|
|
2020
Q3 | $9.07M | Sell |
116,602
-2,969
| -2% | -$219K | 1.24% | 25 |
|
|
2020
Q2 | $8.6M | Sell |
119,571
-481
| -0.4% | -$36.9K | 1.26% | 24 |
|
|
2020
Q1 | $9.36M | Sell |
120,052
-5,020
| -4% | -$440K | 1.64% | 21 |
|
|
2019
Q4 | $11.3M | Buy |
125,072
+815
| +0.7% | +$73K | 1.58% | 24 |
|
|
2019
Q3 | $11.7M | Buy |
124,257
+2,134
| +2% | +$189K | 1.77% | 20 |
|
|
2019
Q2 | $10.7M | Sell |
122,123
-5,778
| -5% | -$498K | 1.58% | 24 |
|
|
2019
Q1 | $10.8M | Buy |
127,901
+34,294
| +37% | +$2.74M | 1.62% | 23 |
|
|
2018
Q4 | $7.16M | Buy |
93,607
+93,047
| +16,616% | +$7.28M | 1.2% | 26 |
|
|
2018
Q3 | $43K | Hold |
560
| – | – | 0.01% | 332 |
|
|
2018
Q2 | $44K | Hold |
560
| – | – | 0.01% | 328 |
|
|
2018
Q1 | $44K | Hold |
560
| – | – | 0.01% | 314 |
|
|
2017
Q4 | $48K | Hold |
560
| – | – | 0.01% | 302 |
|
|
2017
Q3 | $45K | Hold |
560
| – | – | 0.01% | 298 |
|
|
2017
Q2 | $45K | Sell |
560
-615
| -52% | -$49.7K | 0.01% | 307 |
|
|
2017
Q1 | $91K | Sell |
1,175
-93
| -7% | -$6.99K | 0.02% | 243 |
|
|
2016
Q4 | $93K | Hold |
1,268
| – | – | 0.02% | 235 |
|
|
2016
Q3 | $96K | Buy |
1,268
+85
| +7% | +$6.6K | 0.02% | 233 |
|
|
2016
Q2 | $95K | Sell |
1,183
-400
| -25% | -$30.1K | 0.02% | 212 |
|
|
2016
Q1 | $121K | Buy |
+1,583
| New | +$112K | 0.02% | 219 |
|
Other funds holding ED
Baldwin Wealth Partners's ED Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 778 shares — an estimated $81K sold.
Baldwin Wealth Partners first reported a position in ED in Q1 2016 and held it in 35 quarters. The position peaked at $11.7M in Q3 2019. 1,228 funds tracked by Wall St. Rank hold ED as of Q4 2024.
- Baldwin Wealth Partners reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 778 Consolidated Edison shares in Q4 2024, an estimated $81K.
- Baldwin Wealth Partners first reported a position in Consolidated Edison in Q1 2016 and held it in 35 quarters.
- Baldwin Wealth Partners's Consolidated Edison position peaked at $11.7M in Q3 2019.
- 1,228 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.