EWM
Evercore Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Sell |
8,020
-21
| -0.3% | -$2.11K | 0.01% | 229 |
|
|
2025
Q1 | $889K | Buy |
8,041
+1
| +0% | +$111 | 0.01% | 222 |
|
|
2024
Q4 | $717K | Sell |
8,040
-1,512
| -16% | -$135K | 0.01% | 244 |
|
|
2024
Q3 | $995K | Hold |
9,552
| – | – | 0.01% | 220 |
|
|
2024
Q2 | $854K | Hold |
9,552
| – | – | 0.01% | 227 |
|
|
2024
Q1 | $867K | Sell |
9,552
-240
| -2% | -$21.8K | 0.01% | 228 |
|
|
2023
Q4 | $891K | Sell |
9,792
-455
| -4% | -$41.4K | 0.01% | 226 |
|
|
2023
Q3 | $876K | Sell |
10,247
-9
| -0.1% | -$770 | 0.02% | 222 |
|
|
2023
Q2 | $927K | Hold |
10,256
| – | – | 0.02% | 221 |
|
|
2023
Q1 | $981K | Buy |
10,256
+9
| +0.1% | +$861 | 0.02% | 216 |
|
|
2022
Q4 | $977K | Hold |
10,247
| – | – | 0.02% | 212 |
|
|
2022
Q3 | $879K | Hold |
10,247
| – | – | 0.02% | 216 |
|
|
2022
Q2 | $974K | Hold |
10,247
| – | – | 0.02% | 210 |
|
|
2022
Q1 | $970K | Hold |
10,247
| – | – | 0.02% | 228 |
|
|
2021
Q4 | $874K | Sell |
10,247
-650
| -6% | -$55.4K | 0.01% | 239 |
|
|
2021
Q3 | $791K | Buy |
10,897
+1,634
| +18% | +$119K | 0.01% | 242 |
|
|
2021
Q2 | $664K | Sell |
9,263
-8
| -0.1% | -$573 | 0.01% | 264 |
|
|
2021
Q1 | $693K | Sell |
9,271
-887
| -9% | -$66.3K | 0.01% | 258 |
|
|
2020
Q4 | $734K | Sell |
10,158
-1,054
| -9% | -$76.2K | 0.02% | 240 |
|
|
2020
Q3 | $872K | Buy |
11,212
+16
| +0.1% | +$1.24K | 0.02% | 210 |
|
|
2020
Q2 | $805K | Sell |
11,196
-122
| -1% | -$8.77K | 0.02% | 215 |
|
|
2020
Q1 | $883K | Sell |
11,318
-184
| -2% | -$14.4K | 0.03% | 192 |
|
|
2019
Q4 | $1.04M | Sell |
11,502
-47
| -0.4% | -$4.25K | 0.03% | 198 |
|
|
2019
Q3 | $1.09M | Sell |
11,549
-1,139
| -9% | -$108K | 0.03% | 191 |
|
|
2019
Q2 | $1.11M | Sell |
12,688
-991
| -7% | -$86.9K | 0.03% | 194 |
|
|
2019
Q1 | $1.16M | Sell |
13,679
-198
| -1% | -$16.8K | 0.04% | 186 |
|
|
2018
Q4 | $1.06M | Buy |
13,877
+59
| +0.4% | +$4.51K | 0.04% | 171 |
|
|
2018
Q3 | $1.05M | Buy |
13,818
+584
| +4% | +$44.5K | 0.03% | 192 |
|
|
2018
Q2 | $1.03M | Buy |
13,234
+4,685
| +55% | +$365K | 0.04% | 194 |
|
|
2018
Q1 | $666K | Sell |
8,549
-900
| -10% | -$70.1K | 0.03% | 216 |
|
|
2017
Q4 | $803K | Buy |
9,449
+750
| +9% | +$63.7K | 0.03% | 207 |
|
|
2017
Q3 | $701K | Buy |
8,699
+2,567
| +42% | +$207K | 0.03% | 212 |
|
|
2017
Q2 | $495K | Sell |
6,132
-1,332
| -18% | -$108K | 0.02% | 252 |
|
|
2017
Q1 | $580K | Buy |
7,464
+171
| +2% | +$13.3K | 0.02% | 243 |
|
|
2016
Q4 | $537K | Sell |
7,293
-415
| -5% | -$30.6K | 0.02% | 249 |
|
|
2016
Q3 | $580K | Sell |
7,708
-796
| -9% | -$59.9K | 0.02% | 236 |
|
|
2016
Q2 | $684K | Buy |
8,504
+1,560
| +22% | +$125K | 0.03% | 205 |
|
|
2016
Q1 | $532K | Buy |
6,944
+57
| +0.8% | +$4.37K | 0.02% | 232 |
|
|
2015
Q4 | $443K | Hold |
6,887
| – | – | 0.02% | 266 |
|
|
2015
Q3 | $461K | Sell |
6,887
-188
| -3% | -$12.6K | 0.02% | 264 |
|
|
2015
Q2 | $410K | Sell |
7,075
-1,201
| -15% | -$69.6K | 0.02% | 298 |
|
|
2015
Q1 | $505K | Buy |
8,276
+225
| +3% | +$13.7K | 0.02% | 275 |
|
|
2014
Q4 | $532K | Hold |
8,051
| – | – | 0.03% | 227 |
|
|
2014
Q3 | $456K | Hold |
8,051
| – | – | 0.02% | 273 |
|
|
2014
Q2 | $465K | Hold |
8,051
| – | – | 0.02% | 275 |
|
|
2014
Q1 | $432K | Hold |
8,051
| – | – | 0.02% | 275 |
|
|
2013
Q4 | $444K | Hold |
8,051
| – | – | 0.02% | 273 |
|
|
2013
Q3 | $444K | Sell |
8,051
-340
| -4% | -$18.8K | 0.03% | 291 |
|
|
2013
Q2 | $490K | Buy |
+8,391
| New | +$490K | 0.03% | 281 |
|