IHT Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
5,087
+884
| +21% | +$88.7K | 0.01% | 696 |
|
|
2025
Q1 | $465K | Sell |
4,203
-3,556
| -46% | -$393K | 0.01% | 696 |
|
|
2024
Q4 | $692K | Sell |
7,759
-5,233
| -40% | -$467K | 0.02% | 569 |
|
|
2024
Q3 | $1.36M | Buy |
12,992
+4,288
| +49% | +$448K | 0.04% | 414 |
|
|
2024
Q2 | $778K | Buy |
8,704
+631
| +8% | +$56.4K | 0.03% | 500 |
|
|
2024
Q1 | $733K | Buy |
8,073
+375
| +5% | +$34.1K | 0.03% | 513 |
|
|
2023
Q4 | $700K | Sell |
7,698
-472
| -6% | -$42.9K | 0.03% | 496 |
|
|
2023
Q3 | $699K | Sell |
8,170
-171
| -2% | -$14.6K | 0.04% | 451 |
|
|
2023
Q2 | $754K | Buy |
8,341
+55
| +0.7% | +$4.97K | 0.04% | 415 |
|
|
2023
Q1 | $793K | Buy |
8,286
+345
| +4% | +$33K | 0.05% | 362 |
|
|
2022
Q4 | $757K | Buy |
7,941
+110
| +1% | +$10.5K | 0.05% | 364 |
|
|
2022
Q3 | $672K | Buy |
7,831
+4,845
| +162% | +$416K | 0.05% | 375 |
|
|
2022
Q2 | $284K | Sell |
2,986
-395
| -12% | -$37.6K | 0.03% | 544 |
|
|
2022
Q1 | $320K | Buy |
3,381
+19
| +0.6% | +$1.8K | 0.02% | 547 |
|
|
2021
Q4 | $287K | Buy |
3,362
+4
| +0.1% | +$341 | 0.02% | 629 |
|
|
2021
Q3 | $244K | Sell |
3,358
-1,092
| -25% | -$79.3K | 0.02% | 667 |
|
|
2021
Q2 | $319K | Buy |
4,450
+368
| +9% | +$26.4K | 0.02% | 687 |
|
|
2021
Q1 | $305K | Sell |
4,082
-27
| -0.7% | -$2.02K | 0.02% | 627 |
|
|
2020
Q4 | $297K | Buy |
+4,109
| New | +$297K | 0.02% | 565 |
|
|
2020
Q2 | – | Sell |
-2,666
| Closed | -$208K | – | 591 |
|
|
2020
Q1 | $208K | Sell |
2,666
-1,543
| -37% | -$120K | 0.03% | 474 |
|
|
2019
Q4 | $381K | Buy |
4,209
+849
| +25% | +$76.9K | 0.05% | 382 |
|
|
2019
Q3 | $312K | Buy |
+3,360
| New | +$312K | 0.04% | 420 |
|
|
2018
Q2 | – | Sell |
-1,283
| Closed | -$99K | – | 670 |
|
|
2018
Q1 | $99K | Buy |
1,283
+300
| +31% | +$23.1K | 0.03% | 482 |
|
|
2017
Q4 | $81K | Sell |
983
-233
| -19% | -$19.2K | 0.02% | 549 |
|
|
2017
Q3 | $99K | Sell |
1,216
-16
| -1% | -$1.3K | 0.04% | 358 |
|
|
2017
Q2 | $22 | Buy |
1,232
+783
| +174% | +$14 | 0.01% | 752 |
|
|
2017
Q1 | $35K | Hold |
449
| – | – | 0.02% | 510 |
|
|
2016
Q4 | $33K | Buy |
+449
| New | +$33K | 0.03% | 487 |
|