EP Wealth Advisors’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 | $1.18M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $868K | Sell |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $985K | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $893K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $603K | Buy |
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|
2022
Q1 | $559K | Sell |
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|
2021
Q4 | $548K | Sell |
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|
2021
Q3 | $484K | Buy |
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|
2021
Q2 | $443K | Buy |
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|
2021
Q1 | $462K | Sell |
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|
2020
Q4 | $496K | Buy |
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|
2020
Q3 | $521K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $537K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $885K | Buy |
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|
2019
Q2 | $808K | Buy |
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|
2019
Q1 | $235K | Buy |
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