Cornerstone 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 | $5.13M | Buy |
51,153
+1,512
| +3% | +$152K | 0.31% | 79 |
|
|
2025
Q1 | $5.49M | Buy |
49,641
+1,900
| +4% | +$210K | 0.37% | 67 |
|
|
2024
Q4 | $4.26M | Buy |
47,741
+1,280
| +3% | +$114K | 0.29% | 81 |
|
|
2024
Q3 | $4.84M | Buy |
46,461
+1,201
| +3% | +$125K | 0.34% | 75 |
|
|
2024
Q2 | $4.05M | Buy |
45,260
+3,032
| +7% | +$271K | 0.31% | 78 |
|
|
2024
Q1 | $3.83M | Buy |
42,228
+981
| +2% | +$89.1K | 0.31% | 81 |
|
|
2023
Q4 | $3.75M | Buy |
41,247
+888
| +2% | +$80.8K | 0.32% | 73 |
|
|
2023
Q3 | $3.45M | Buy |
40,359
+1,425
| +4% | +$122K | 0.33% | 73 |
|
|
2023
Q2 | $3.52M | Buy |
38,934
+1,603
| +4% | +$145K | 0.31% | 70 |
|
|
2023
Q1 | $3.57M | Buy |
+37,331
| New | +$3.57M | 0.35% | 64 |
|
|
2022
Q3 | $2.73M | Buy |
31,771
+2,289
| +8% | +$196K | 0.3% | 75 |
|
|
2022
Q2 | $2.8M | Buy |
29,482
+2,457
| +9% | +$234K | 0.31% | 71 |
|
|
2022
Q1 | $2.56M | Buy |
27,025
+1,041
| +4% | +$98.6K | 0.25% | 81 |
|
|
2021
Q4 | $2.21M | Buy |
25,984
+1,291
| +5% | +$110K | 0.21% | 111 |
|
|
2021
Q3 | $1.79M | Buy |
24,693
+4,089
| +20% | +$297K | 0.19% | 116 |
|
|
2021
Q2 | $1.48M | Buy |
20,604
+1,540
| +8% | +$110K | 0.16% | 136 |
|
|
2021
Q1 | $1.43M | Buy |
19,064
+4,842
| +34% | +$362K | 0.17% | 128 |
|
|
2020
Q4 | $1.03M | Buy |
14,222
+11,184
| +368% | +$808K | 0.13% | 152 |
|
|
2020
Q3 | $236K | Buy |
+3,038
| New | +$236K | 0.04% | 346 |
|
|
2020
Q2 | – | Sell |
-2,601
| Closed | -$203K | – | 384 |
|
|
2020
Q1 | $203K | Buy |
+2,601
| New | +$203K | 0.04% | 325 |
|
|
2018
Q4 | – | Sell |
-18,743
| Closed | -$230K | – | 545 |
|
|
2018
Q3 | $230K | Buy |
+18,743
| New | +$230K | ﹤0.01% | 1152 |
|
|
2016
Q4 | – | Sell |
-4,192
| Closed | -$304K | – | 285 |
|
|
2016
Q3 | $304K | Buy |
+4,192
| New | +$304K | 0.11% | 189 |
|