EWM
Empirical Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Buy |
6,932
+254
| +4% | +$25.5K | 0.02% | 365 |
|
|
2025
Q1 | $739K | Buy |
6,678
+1,815
| +37% | +$201K | 0.02% | 337 |
|
|
2024
Q4 | $434K | Buy |
4,863
+220
| +5% | +$19.6K | 0.01% | 409 |
|
|
2024
Q3 | $484K | Buy |
4,643
+933
| +25% | +$97.2K | 0.01% | 372 |
|
|
2024
Q2 | $332K | Sell |
3,710
-199
| -5% | -$17.8K | 0.01% | 432 |
|
|
2024
Q1 | $355K | Buy |
3,909
+1,627
| +71% | +$148K | 0.01% | 398 |
|
|
2023
Q4 | $208K | Buy |
+2,282
| New | +$208K | 0.01% | 466 |
|
|
2023
Q3 | – | Sell |
-2,240
| Closed | -$202K | – | 474 |
|
|
2023
Q2 | $202K | Sell |
2,240
-91
| -4% | -$8.23K | 0.01% | 439 |
|
|
2023
Q1 | $223K | Sell |
2,331
-11
| -0.5% | -$1.05K | 0.01% | 430 |
|
|
2022
Q4 | $223K | Sell |
2,342
-683
| -23% | -$65.1K | 0.01% | 416 |
|
|
2022
Q3 | $259K | Sell |
3,025
-142
| -4% | -$12.2K | 0.01% | 403 |
|
|
2022
Q2 | $301K | Buy |
3,167
+22
| +0.7% | +$2.09K | 0.02% | 386 |
|
|
2022
Q1 | $298K | Sell |
3,145
-1,257
| -29% | -$119K | 0.01% | 406 |
|
|
2021
Q4 | $376K | Buy |
+4,402
| New | +$376K | 0.02% | 389 |
|