JPWM
Jamison Private Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Sell |
7,215
-40
| -0.6% | -$4.01K | 0.1% | 121 |
|
|
2025
Q1 | $802K | Sell |
7,255
-62
| -0.8% | -$6.86K | 0.12% | 114 |
|
|
2024
Q4 | $653K | Sell |
7,317
-297
| -4% | -$26.5K | 0.1% | 125 |
|
|
2024
Q3 | $793K | Sell |
7,614
-29
| -0.4% | -$3.02K | 0.12% | 113 |
|
|
2024
Q2 | $683K | Sell |
7,643
-38
| -0.5% | -$3.4K | 0.11% | 111 |
|
|
2024
Q1 | $697K | Buy |
7,681
+92
| +1% | +$8.35K | 0.12% | 116 |
|
|
2023
Q4 | $690K | Buy |
7,589
+256
| +3% | +$23.3K | 0.13% | 111 |
|
|
2023
Q3 | $627K | Buy |
+7,333
| New | +$627K | 0.13% | 109 |
|