Foundations Investment Advisors’s Consolidated Edison ED Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$808K Sell
8,048
-109
-1% -$10.9K 0.01% 476
2025
Q1
$902K Sell
8,157
-31
-0.4% -$3.43K 0.02% 424
2024
Q4
$731K Buy
8,188
+401
+5% +$35.8K 0.01% 463
2024
Q3
$811K Sell
7,787
-126
-2% -$13.1K 0.02% 404
2024
Q2
$708K Buy
7,913
+188
+2% +$16.8K 0.02% 422
2024
Q1
$702K Buy
7,725
+471
+6% +$42.8K 0.02% 394
2023
Q4
$673K Buy
7,254
+1,315
+22% +$122K 0.02% 374
2023
Q3
$508K Buy
5,939
+713
+14% +$61K 0.02% 378
2023
Q2
$472K Buy
5,226
+1,288
+33% +$116K 0.02% 374
2023
Q1
$377K Buy
3,938
+871
+28% +$83.3K 0.01% 364
2022
Q4
$292K Buy
+3,067
New +$292K 0.01% 346