Landmark Wealth Management (New York)’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 | $384K | Hold |
3,829
| – | – | 0.16% | 65 |
|
|
2025
Q1 | $423K | Hold |
3,829
| – | – | 0.19% | 57 |
|
|
2024
Q4 | $342K | Hold |
3,829
| – | – | 0.15% | 58 |
|
|
2024
Q3 | $399K | Buy |
+3,829
| New | +$399K | 0.17% | 57 |
|
|
2024
Q2 | – | Sell |
-3,829
| Closed | -$348K | – | 52 |
|
|
2024
Q1 | $348K | Hold |
3,829
| – | – | 0.16% | 57 |
|
|
2023
Q4 | $348K | Hold |
3,829
| – | – | 0.17% | 54 |
|
|
2023
Q3 | $327K | Buy |
+3,829
| New | +$327K | 0.19% | 55 |
|
|
2023
Q2 | – | Sell |
-3,829
| Closed | -$366K | – | 46 |
|
|
2023
Q1 | $366K | Buy |
+3,829
| New | +$366K | 0.2% | 53 |
|
|
2022
Q2 | – | Sell |
-9,258
| Closed | -$443K | – | 83 |
|
|
2022
Q1 | $443K | Buy |
+9,258
| New | +$443K | 0.23% | 52 |
|