HWA
HHM Wealth Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Sell |
1,450
-50
| -3% | -$5.02K | 0.02% | 242 |
|
|
2025
Q1 | $166K | Hold |
1,500
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $134K | Hold |
1,500
| – | – | 0.02% | 229 |
|
|
2024
Q3 | $156K | Sell |
1,500
-350
| -19% | -$36.4K | 0.02% | 206 |
|
|
2024
Q2 | $165K | Buy |
1,850
+1,700
| +1,133% | +$152K | 0.02% | 194 |
|
|
2024
Q1 | $13.6K | Hold |
150
| – | – | ﹤0.01% | 474 |
|
|
2023
Q4 | $13.6K | Hold |
150
| – | – | ﹤0.01% | 463 |
|
|
2023
Q3 | $12.8K | Hold |
150
| – | – | ﹤0.01% | 468 |
|
|
2023
Q2 | $13.6K | Hold |
150
| – | – | ﹤0.01% | 472 |
|
|
2023
Q1 | $14.4K | Hold |
150
| – | – | ﹤0.01% | 460 |
|
|
2022
Q4 | $14.3K | Hold |
150
| – | – | ﹤0.01% | 403 |
|
|
2022
Q3 | $13K | Hold |
150
| – | – | ﹤0.01% | 399 |
|
|
2022
Q2 | $14K | Hold |
150
| – | – | ﹤0.01% | 475 |
|
|
2022
Q1 | $14K | Sell |
150
-125
| -45% | -$11.7K | ﹤0.01% | 495 |
|
|
2021
Q4 | $23K | Buy |
275
+125
| +83% | +$10.5K | 0.01% | 408 |
|
|
2021
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 484 |
|
|
2021
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 465 |
|
|
2021
Q1 | $11K | Hold |
150
| – | – | ﹤0.01% | 441 |
|
|
2020
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 412 |
|
|
2020
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 367 |
|
|
2020
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 359 |
|
|
2020
Q1 | $12K | Buy |
+150
| New | +$12K | 0.01% | 343 |
|