Choate Investment Advisors’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 | $275K | Buy |
2,743
+64
| +2% | +$6.42K | 0.01% | 352 |
|
2025
Q1 | $296K | Buy |
2,679
+277
| +12% | +$30.6K | 0.01% | 327 |
|
2024
Q4 | $214K | Buy |
2,402
+135
| +6% | +$12K | 0.01% | 378 |
|
2024
Q3 | $236K | Buy |
+2,267
| New | +$236K | 0.01% | 348 |
|
2016
Q1 | – | Sell |
-4,480
| Closed | -$296K | – | 256 |
|
2015
Q4 | $296K | Buy |
+4,480
| New | +$296K | 0.02% | 218 |
|
2015
Q1 | – | Sell |
-4,480
| Closed | -$296K | – | 262 |
|
2014
Q4 | $296K | Sell |
4,480
-5,000
| -53% | -$330K | 0.02% | 220 |
|
2014
Q3 | $537K | Hold |
9,480
| – | – | 0.03% | 169 |
|
2014
Q2 | $547K | Sell |
9,480
-9,015
| -49% | -$521K | 0.03% | 173 |
|
2014
Q1 | $992K | Hold |
18,495
| – | – | 0.06% | 125 |
|
2013
Q4 | $1.02M | Sell |
18,495
-20
| -0.1% | -$1.11K | 0.07% | 117 |
|
2013
Q3 | $1.02M | Sell |
18,515
-20
| -0.1% | -$1.1K | 0.08% | 116 |
|
2013
Q2 | $1.08M | Buy |
+18,535
| New | +$1.08M | 0.09% | 113 |
|