IVC Wealth Advisors’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$257K Sell
2025
Q2
$269K Sell
2025
Q1
$339K Sell
2024
Q4
$301K Buy
2024
Q3
$350K Sell
2024
Q2
$314K Buy
2024
Q1
$315K Buy
2023
Q4
$266K Sell
2023
Q3
$262K Buy
2023
Q2
$277K Sell
2023
Q1
$308K Sell
2022
Q4
$345K Buy
2022
Q3
$307K Buy
2022
Q2
$336K Sell
2022
Q1
$336K Buy
2021
Q4
$300K Buy
2021
Q3
$244K Buy
2021
Q2
$223K Buy
2021
Q1
$210K Buy