Hemington 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 | $17K | Buy |
170
+14
| +9% | +$1.4K | ﹤0.01% | 674 |
|
|
2025
Q1 | $17K | Buy |
156
+68
| +77% | +$7.41K | ﹤0.01% | 621 |
|
|
2024
Q4 | $7K | Buy |
88
+7
| +9% | +$557 | ﹤0.01% | 886 |
|
|
2024
Q3 | $8K | Buy |
+81
| New | +$8K | ﹤0.01% | 766 |
|
|
2023
Q3 | – | Sell |
-2,255
| Closed | -$203K | – | 94 |
|
|
2023
Q2 | $203K | Sell |
2,255
-5
| -0.2% | -$450 | 0.08% | 100 |
|
|
2023
Q1 | $216K | Hold |
2,260
| – | – | 0.09% | 96 |
|
|
2022
Q4 | $215K | Sell |
2,260
-1,040
| -32% | -$98.9K | 0.09% | 93 |
|
|
2022
Q3 | $283K | Hold |
3,300
| – | – | 0.12% | 74 |
|
|
2022
Q2 | $314K | Buy |
3,300
+21
| +0.6% | +$2K | 0.12% | 78 |
|
|
2022
Q1 | $310K | Sell |
3,279
-868
| -21% | -$82.1K | 0.1% | 87 |
|
|
2021
Q4 | $300K | Sell |
4,147
-38
| -0.9% | -$2.75K | 0.14% | 66 |
|
|
2021
Q3 | $304K | Buy |
4,185
+18
| +0.4% | +$1.31K | 0.11% | 80 |
|
|
2021
Q2 | $299K | Hold |
4,167
| – | – | 0.13% | 74 |
|
|
2021
Q1 | $312K | Buy |
4,167
+20
| +0.5% | +$1.5K | 0.13% | 71 |
|
|
2020
Q4 | $300K | Buy |
+4,147
| New | +$300K | 0.14% | 66 |
|