GWAM
Guardian Wealth Advisors (Minnesota)’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
5,667
-288
| -5% | -$28.9K | 0.34% | 34 |
|
|
2025
Q1 | $659K | Sell |
5,955
-380
| -6% | -$42K | 0.42% | 32 |
|
|
2024
Q4 | $565K | Sell |
6,335
-7
| -0.1% | -$625 | 0.36% | 39 |
|
|
2024
Q3 | $660K | Buy |
6,342
+165
| +3% | +$17.2K | 0.41% | 36 |
|
|
2024
Q2 | $552K | Sell |
6,177
-165
| -3% | -$14.8K | 0.36% | 43 |
|
|
2024
Q1 | $576K | Buy |
6,342
+40
| +0.6% | +$3.63K | 0.37% | 44 |
|
|
2023
Q4 | $573K | Buy |
6,302
+13
| +0.2% | +$1.18K | 0.4% | 36 |
|
|
2023
Q3 | $538K | Buy |
6,289
+135
| +2% | +$11.5K | 0.41% | 34 |
|
|
2023
Q2 | $556K | Buy |
6,154
+49
| +0.8% | +$4.43K | 0.41% | 36 |
|
|
2023
Q1 | $584K | Buy |
6,105
+371
| +6% | +$35.5K | 0.46% | 35 |
|
|
2022
Q4 | $546K | Sell |
5,734
-101
| -2% | -$9.63K | 0.49% | 33 |
|
|
2022
Q3 | $500K | Buy |
5,835
+62
| +1% | +$5.31K | 0.49% | 33 |
|
|
2022
Q2 | $549K | Buy |
5,773
+205
| +4% | +$19.5K | 0.51% | 34 |
|
|
2022
Q1 | $527K | Buy |
5,568
+200
| +4% | +$18.9K | 0.43% | 41 |
|
|
2021
Q4 | $458K | Buy |
5,368
+460
| +9% | +$39.2K | 0.37% | 44 |
|
|
2021
Q3 | $356K | Sell |
4,908
-797
| -14% | -$57.8K | 0.32% | 49 |
|
|
2021
Q2 | $409K | Buy |
5,705
+202
| +4% | +$14.5K | 0.35% | 46 |
|
|
2021
Q1 | $412K | Sell |
5,503
-33
| -0.6% | -$2.47K | 0.38% | 46 |
|
|
2020
Q4 | $400K | Buy |
+5,536
| New | +$400K | 0.4% | 45 |
|