Geller Advisors’s Consolidated Edison ED Stock Holding History

Geller Advisors’s Portfolio ED Stock Details ED Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$211K	Buy	2,364 +11	+0.5%	+$982	0.01%	250
2024 Q3	$245K	Hold	2,353	–	–	0.02%	230
2024 Q2	$210K	Hold	2,353	–	–	0.02%	256
2024 Q1	$214K	Sell	2,353 -711	-23%	-$64.6K	0.02%	259
2023 Q4	$279K	Buy	3,064 +6	+0.2%	+$546	0.03%	211
2023 Q3	$262K	Buy	3,058 +6	+0.2%	+$513	0.03%	210
2023 Q2	$276K	Buy	+3,052	New	+$276K	0.03%	197
2022 Q1	–	Sell	-2,777	Closed	-$237K	–	175
2021 Q4	$237K	Buy	+2,777	New	+$237K	0.05%	145
2020 Q4	–	Sell	-2,761	Closed	-$215K	–	120
2020 Q3	$215K	Buy	+2,761	New	+$215K	0.06%	77
2020 Q1	–	Sell	-3,673	Closed	-$332K	–	72
2019 Q4	$332K	Sell	3,673 -64	-2%	-$5.79K	0.1%	32
2019 Q3	$353K	Sell	3,737 -1,112	-23%	-$105K	0.13%	33
2019 Q2	$425K	Sell	4,849 -3,386	-41%	-$297K	0.17%	18
2019 Q1	$698K	Sell	8,235 -1,000	-11%	-$84.8K	0.28%	14
2018 Q4	$706K	Buy	9,235 +3,500	+61%	+$268K	0.33%	14
2018 Q3	$437K	Hold	5,735	–	–	0.26%	20
2018 Q2	$447K	Hold	5,735	–	–	0.19%	20
2018 Q1	$447K	Hold	5,735	–	–	0.22%	18
2017 Q4	$487K	Hold	5,735	–	–	0.25%	18
2017 Q3	$463K	Hold	5,735	–	–	0.23%	17
2017 Q2	$464K	Hold	5,735	–	–	0.24%	15
2017 Q1	$445K	Sell	5,735 -300	-5%	-$23.3K	0.24%	14
2016 Q4	$445K	Sell	6,035 -148	-2%	-$10.9K	0.26%	13
2016 Q3	$466K	Buy	6,183 +148	+2%	+$11.2K	0.27%	17
2016 Q2	$485K	Hold	6,035	–	–	0.28%	13
2016 Q1	$462K	Hold	6,035	–	–	0.28%	15
2015 Q4	$388K	Hold	6,035	–	–	0.23%	21
2015 Q3	$403K	Sell	6,035 -2,250	-27%	-$150K	0.26%	16
2015 Q2	$480K	Hold	8,285	–	–	0.28%	16
2015 Q1	$505K	Buy	8,285 +300	+4%	+$18.3K	0.29%	16
2014 Q4	$527K	Sell	7,985 -51	-0.6%	-$3.37K	0.31%	17
2014 Q3	$455K	Buy	8,036 +2,301	+40%	+$130K	0.26%	20
2014 Q2	$331K	Buy	+5,735	New	+$331K	0.22%	19
2013 Q4	–	Sell	-5,085	Closed	-$280K	–	24
2013 Q3	$280K	Sell	5,085 -720	-12%	-$39.6K	0.21%	19
2013 Q2	$338K	Buy	+5,805	New	+$338K	0.29%	17