FMWA
Forvis Mazars Wealth Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
10,451
+410
| +4% | +$41.1K | 0.02% | 200 |
|
|
2025
Q1 | $1.11M | Buy |
10,041
+15
| +0.1% | +$1.66K | 0.03% | 199 |
|
|
2024
Q4 | $895K | Hold |
10,026
| – | – | 0.02% | 238 |
|
|
2024
Q3 | $1.04M | Sell |
10,026
-272
| -3% | -$28.3K | 0.02% | 224 |
|
|
2024
Q2 | $921K | Hold |
10,298
| – | – | 0.02% | 216 |
|
|
2024
Q1 | $935K | Sell |
10,298
-135
| -1% | -$12.3K | 0.02% | 218 |
|
|
2023
Q4 | $949K | Hold |
10,433
| – | – | 0.03% | 211 |
|
|
2023
Q3 | $892K | Sell |
10,433
-35
| -0.3% | -$2.99K | 0.03% | 214 |
|
|
2023
Q2 | $946K | Hold |
10,468
| – | – | 0.03% | 222 |
|
|
2023
Q1 | $1M | Hold |
10,468
| – | – | 0.03% | 206 |
|
|
2022
Q4 | $998K | Hold |
10,468
| – | – | 0.03% | 201 |
|
|
2022
Q3 | $898K | Sell |
10,468
-235
| -2% | -$20.2K | 0.04% | 201 |
|
|
2022
Q2 | $1.02M | Buy |
+10,703
| New | +$1.02M | 0.04% | 183 |
|
|
2021
Q1 | – | Sell |
-3,104
| Closed | -$224K | – | 304 |
|
|
2020
Q4 | $224K | Buy |
+3,104
| New | +$224K | 0.01% | 334 |
|