Laird Norton Wetherby Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
+7,143
| New | +$717K | 0.03% | 459 |
|
|
2024
Q4 | $347K | Sell |
3,890
-1,212
| -24% | -$108K | 0.02% | 654 |
|
|
2024
Q3 | $531K | Buy |
5,102
+417
| +9% | +$43.4K | 0.02% | 538 |
|
|
2024
Q2 | $419K | Sell |
4,685
-311
| -6% | -$27.8K | 0.02% | 593 |
|
|
2024
Q1 | $454K | Sell |
4,996
-587
| -11% | -$53.3K | 0.02% | 588 |
|
|
2023
Q4 | $508K | Sell |
5,583
-2,032
| -27% | -$185K | 0.03% | 537 |
|
|
2023
Q3 | $651K | Buy |
7,615
+1,166
| +18% | +$99.7K | 0.04% | 436 |
|
|
2023
Q2 | $583K | Sell |
6,449
-1,496
| -19% | -$135K | 0.03% | 479 |
|
|
2023
Q1 | $760K | Buy |
7,945
+1,354
| +21% | +$130K | 0.04% | 401 |
|
|
2022
Q4 | $628K | Sell |
6,591
-1,169
| -15% | -$111K | 0.04% | 442 |
|
|
2022
Q3 | $665K | Buy |
7,760
+2,666
| +52% | +$228K | 0.05% | 394 |
|
|
2022
Q2 | $484K | Buy |
5,094
+1,523
| +43% | +$145K | 0.03% | 514 |
|
|
2022
Q1 | $338K | Sell |
3,571
-184
| -5% | -$17.4K | 0.02% | 670 |
|
|
2021
Q4 | $320K | Buy |
3,755
+11
| +0.3% | +$937 | 0.02% | 687 |
|
|
2021
Q3 | $272K | Buy |
3,744
+419
| +13% | +$30.4K | 0.02% | 737 |
|
|
2021
Q2 | $238K | Sell |
3,325
-649
| -16% | -$46.5K | 0.01% | 787 |
|
|
2021
Q1 | $297K | Sell |
3,974
-1,899
| -32% | -$142K | 0.02% | 604 |
|
|
2020
Q4 | $424K | Buy |
5,873
+701
| +14% | +$50.6K | 0.03% | 508 |
|
|
2020
Q3 | $402K | Sell |
5,172
-326
| -6% | -$25.3K | 0.04% | 430 |
|
|
2020
Q2 | $395K | Sell |
5,498
-1,053
| -16% | -$75.7K | 0.04% | 418 |
|
|
2020
Q1 | $511K | Sell |
6,551
-714
| -10% | -$55.7K | 0.06% | 313 |
|
|
2019
Q4 | $657K | Buy |
7,265
+93
| +1% | +$8.41K | 0.06% | 326 |
|
|
2019
Q3 | $678K | Buy |
7,172
+349
| +5% | +$33K | 0.07% | 309 |
|
|
2019
Q2 | $598K | Buy |
6,823
+220
| +3% | +$19.3K | 0.07% | 335 |
|
|
2019
Q1 | $560K | Sell |
6,603
-624
| -9% | -$52.9K | 0.07% | 337 |
|
|
2018
Q4 | $553K | Buy |
7,227
+28
| +0.4% | +$2.14K | 0.08% | 295 |
|
|
2018
Q3 | $548K | Sell |
7,199
-53
| -0.7% | -$4.03K | 0.07% | 331 |
|
|
2018
Q2 | $566K | Buy |
7,252
+800
| +12% | +$62.4K | 0.08% | 308 |
|
|
2018
Q1 | $503K | Sell |
6,452
-659
| -9% | -$51.4K | 0.07% | 345 |
|
|
2017
Q4 | $604K | Buy |
7,111
+285
| +4% | +$24.2K | 0.08% | 300 |
|
|
2017
Q3 | $551K | Buy |
6,826
+54
| +0.8% | +$4.36K | 0.08% | 309 |
|
|
2017
Q2 | $547K | Buy |
6,772
+557
| +9% | +$45K | 0.09% | 280 |
|
|
2017
Q1 | $483K | Buy |
6,215
+1,641
| +36% | +$128K | 0.09% | 299 |
|
|
2016
Q4 | $337K | Buy |
4,574
+101
| +2% | +$7.44K | 0.07% | 379 |
|
|
2016
Q3 | $337K | Buy |
4,473
+44
| +1% | +$3.32K | 0.07% | 349 |
|
|
2016
Q2 | $356K | Hold |
4,429
| – | – | 0.08% | 304 |
|
|
2016
Q1 | $340K | Sell |
4,429
-737
| -14% | -$56.6K | 0.08% | 296 |
|
|
2015
Q4 | $332K | Buy |
+5,166
| New | +$332K | 0.08% | 294 |
|