Bartlett & Co 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 | – | Sell |
-53
| Closed | -$5.86K | – | 1270 |
|
|
2025
Q1 | $5.86K | Buy |
53
+2
| +4% | +$221 | ﹤0.01% | 971 |
|
|
2024
Q4 | $4.55K | Hold |
51
| – | – | ﹤0.01% | 984 |
|
|
2024
Q3 | $5.31K | Buy |
+51
| New | +$5.31K | ﹤0.01% | 970 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | -$515 | – | 1130 |
|
|
2022
Q3 | $515 | Sell |
6
-15
| -71% | -$1.29K | ﹤0.01% | 1143 |
|
|
2022
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1175 |
|
|
2021
Q3 | – | Sell |
-375
| Closed | -$26.9K | – | 973 |
|
|
2021
Q2 | $26.9K | Hold |
375
| – | – | ﹤0.01% | 596 |
|
|
2021
Q1 | $28.1K | Hold |
375
| – | – | ﹤0.01% | 626 |
|
|
2020
Q4 | $27.1K | Sell |
375
-400
| -52% | -$28.9K | ﹤0.01% | 627 |
|
|
2020
Q3 | $60.3K | Hold |
775
| – | – | ﹤0.01% | 470 |
|
|
2020
Q2 | $55.7K | Sell |
775
-245
| -24% | -$17.6K | ﹤0.01% | 477 |
|
|
2020
Q1 | $79.6K | Buy |
1,020
+45
| +5% | +$3.51K | ﹤0.01% | 391 |
|
|
2019
Q4 | $88.2K | Sell |
975
-190
| -16% | -$17.2K | ﹤0.01% | 421 |
|
|
2019
Q3 | $110K | Buy |
1,165
+737
| +172% | +$69.6K | ﹤0.01% | 391 |
|
|
2019
Q2 | $37.5K | Buy |
428
+3
| +0.7% | +$263 | ﹤0.01% | 474 |
|
|
2019
Q1 | $36K | Hold |
425
| – | – | ﹤0.01% | 463 |
|
|
2018
Q4 | $32.5K | Hold |
425
| – | – | ﹤0.01% | 466 |
|
|
2018
Q3 | $32.4K | Hold |
425
| – | – | ﹤0.01% | 488 |
|
|
2018
Q2 | $33.1K | Hold |
425
| – | – | ﹤0.01% | 468 |
|
|
2018
Q1 | $33.1K | Buy |
+425
| New | +$33.1K | ﹤0.01% | 474 |
|