EWM
Evermay Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6K | Hold |
165
| – | – | ﹤0.01% | 401 |
|
|
2025
Q1 | $18.2K | Hold |
165
| – | – | ﹤0.01% | 395 |
|
|
2024
Q4 | $14.7K | Hold |
165
| – | – | ﹤0.01% | 401 |
|
|
2024
Q3 | $17.2K | Hold |
165
| – | – | ﹤0.01% | 405 |
|
|
2024
Q2 | $14.8K | Sell |
165
-105
| -39% | -$9.39K | ﹤0.01% | 421 |
|
|
2024
Q1 | $24.5K | Buy |
270
+61
| +29% | +$5.54K | ﹤0.01% | 403 |
|
|
2023
Q4 | $19K | Buy |
209
+4
| +2% | +$364 | ﹤0.01% | 395 |
|
|
2023
Q3 | $17.5K | Buy |
205
+105
| +105% | +$8.98K | ﹤0.01% | 385 |
|
|
2023
Q2 | $9.04K | Hold |
100
| – | – | ﹤0.01% | 435 |
|
|
2023
Q1 | $9.57K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2022
Q4 | $9.53K | Hold |
100
| – | – | ﹤0.01% | 419 |
|
|
2022
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 404 |
|
|
2022
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 396 |
|
|
2022
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 425 |
|
|
2021
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 411 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 400 |
|
|
2021
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 428 |
|