Jeppson 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 | $722K | Sell |
7,190
-326
| -4% | -$32.7K | 0.25% | 90 |
|
|
2025
Q1 | $831K | Hold |
7,516
| – | – | 0.3% | 83 |
|
|
2024
Q4 | $671K | Sell |
7,516
-200
| -3% | -$17.8K | 0.24% | 93 |
|
|
2024
Q3 | $803K | Hold |
7,716
| – | – | 0.29% | 84 |
|
|
2024
Q2 | $690K | Hold |
7,716
| – | – | 0.26% | 89 |
|
|
2024
Q1 | $701K | Hold |
7,716
| – | – | 0.27% | 87 |
|
|
2023
Q4 | $702K | Buy |
7,716
+125
| +2% | +$11.4K | 0.29% | 84 |
|
|
2023
Q3 | $649K | Sell |
7,591
-162
| -2% | -$13.9K | 0.3% | 85 |
|
|
2023
Q2 | $701K | Sell |
7,753
-163
| -2% | -$14.7K | 0.31% | 85 |
|
|
2023
Q1 | $757K | Hold |
7,916
| – | – | 0.33% | 73 |
|
|
2022
Q4 | $754K | Buy |
7,916
+315
| +4% | +$30K | 0.32% | 70 |
|
|
2022
Q3 | $652K | Hold |
7,601
| – | – | 0.3% | 75 |
|
|
2022
Q2 | $723K | Buy |
+7,601
| New | +$723K | 0.31% | 74 |
|
|
2020
Q4 | – | Sell |
-75
| Closed | -$6K | – | 217 |
|
|
2020
Q3 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 438 |
|