Exencial 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 | $503K | Sell |
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|
2025
Q1 | $594K | Sell |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $616K | Buy |
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|
2024
Q2 | $505K | Buy |
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|
2024
Q1 | $495K | Buy |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $204K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $776K | Hold |
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|
2016
Q3 | $795K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $316K | Sell |
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|
2015
Q1 | $560K | Sell |
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|
2014
Q4 | $846K | Buy |
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|
2014
Q3 | $714K | Sell |
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|
2014
Q2 | $737K | Buy |
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|
2014
Q1 | $751K | Sell |
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|
2013
Q4 | $726K | Buy |
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|
2013
Q3 | $781K | Sell |
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|
2013
Q2 | $811K | Buy |
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