FSB Premier Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
2,663
| – | – | 0.1% | 186 |
|
|
2025
Q1 | $295K | Sell |
2,663
-104
| -4% | -$11.5K | 0.11% | 170 |
|
|
2024
Q4 | $247K | Sell |
2,767
-80
| -3% | -$7.14K | 0.1% | 189 |
|
|
2024
Q3 | $296K | Sell |
2,847
-27
| -0.9% | -$2.81K | 0.12% | 166 |
|
|
2024
Q2 | $257K | Hold |
2,874
| – | – | 0.12% | 160 |
|
|
2024
Q1 | $261K | Hold |
2,874
| – | – | 0.12% | 155 |
|
|
2023
Q4 | $261K | Sell |
2,874
-45
| -2% | -$4.09K | 0.13% | 141 |
|
|
2023
Q3 | $250K | Sell |
2,919
-519
| -15% | -$44.4K | 0.14% | 129 |
|
|
2023
Q2 | $311K | Hold |
3,438
| – | – | 0.17% | 111 |
|
|
2023
Q1 | $329K | Sell |
3,438
-475
| -12% | -$45.4K | 0.18% | 104 |
|
|
2022
Q4 | $373K | Hold |
3,913
| – | – | 0.2% | 95 |
|
|
2022
Q3 | $335K | Hold |
3,913
| – | – | 0.2% | 100 |
|
|
2022
Q2 | $372K | Hold |
3,913
| – | – | 0.21% | 95 |
|
|
2022
Q1 | $373K | Sell |
3,913
-420
| -10% | -$40K | 0.19% | 97 |
|
|
2021
Q4 | $369K | Hold |
4,333
| – | – | 0.15% | 99 |
|
|
2021
Q3 | $314K | Hold |
4,333
| – | – | 0.16% | 89 |
|
|
2021
Q2 | $310K | Sell |
4,333
-75
| -2% | -$5.37K | 0.16% | 84 |
|
|
2021
Q1 | $329K | Buy |
4,408
+75
| +2% | +$5.6K | 0.18% | 80 |
|
|
2020
Q4 | $313K | Buy |
+4,333
| New | +$313K | 0.17% | 83 |
|