Confluence Wealth Services’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $494K | Sell |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $457K | Hold |
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $399K | Buy |
|
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $288K | Buy |
|