Concord Wealth Partners’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 | $12.8K | Hold |
128
| – | – | ﹤0.01% | 513 |
|
|
2025
Q1 | $14.2K | Sell |
128
-131
| -51% | -$14.5K | ﹤0.01% | 470 |
|
|
2024
Q4 | $23.1K | Buy |
259
+7
| +3% | +$624 | ﹤0.01% | 434 |
|
|
2024
Q3 | $26.2K | Buy |
252
+1
| +0.4% | +$104 | ﹤0.01% | 432 |
|
|
2024
Q2 | $22.4K | Sell |
251
-106
| -30% | -$9.46K | ﹤0.01% | 410 |
|
|
2024
Q1 | $32.5K | Buy |
357
+1
| +0.3% | +$91 | 0.01% | 421 |
|
|
2023
Q4 | $32.4K | Buy |
356
+1
| +0.3% | +$91 | 0.01% | 418 |
|
|
2023
Q3 | $30.4K | Buy |
355
+90
| +34% | +$7.7K | 0.01% | 446 |
|
|
2023
Q2 | $24K | Buy |
265
+42
| +19% | +$3.8K | 0.01% | 477 |
|
|
2023
Q1 | $21.3K | Buy |
223
+123
| +123% | +$11.8K | 0.01% | 482 |
|
|
2022
Q4 | $9.53K | Buy |
+100
| New | +$9.53K | ﹤0.01% | 642 |
|
|
2022
Q3 | – | Sell |
-621
| Closed | -$59K | – | 416 |
|
|
2022
Q2 | $59K | Sell |
621
-285
| -31% | -$27.1K | 0.02% | 337 |
|
|
2022
Q1 | $86K | Buy |
906
+92
| +11% | +$8.73K | 0.02% | 320 |
|
|
2021
Q4 | $69K | Buy |
814
+547
| +205% | +$46.4K | 0.02% | 386 |
|
|
2021
Q3 | $19K | Sell |
267
-424
| -61% | -$30.2K | 0.01% | 384 |
|
|
2021
Q2 | $50K | Buy |
691
+36
| +5% | +$2.61K | 0.01% | 355 |
|
|
2021
Q1 | $49K | Buy |
655
+87
| +15% | +$6.51K | 0.02% | 343 |
|
|
2020
Q4 | $41K | Buy |
+568
| New | +$41K | 0.03% | 230 |
|