LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
2,350
| – | – | ﹤0.01% | 259 |
|
|
2025
Q1 | $264K | Hold |
2,350
| – | – | ﹤0.01% | 245 |
|
|
2024
Q4 | $223K | Hold |
2,350
| – | – | ﹤0.01% | 272 |
|
|
2024
Q3 | $251K | Hold |
2,350
| – | – | ﹤0.01% | 258 |
|
|
2024
Q2 | $215K | Hold |
2,350
| – | – | ﹤0.01% | 266 |
|
|
2024
Q1 | $218K | Hold |
2,350
| – | – | ﹤0.01% | 266 |
|
|
2023
Q4 | $214K | Hold |
2,350
| – | – | ﹤0.01% | 273 |
|
|
2023
Q3 | $212K | Sell |
2,350
-200
| -8% | -$18K | ﹤0.01% | 278 |
|
|
2023
Q2 | $231K | Sell |
2,550
-350
| -12% | -$31.6K | ﹤0.01% | 283 |
|
|
2023
Q1 | $277K | Buy |
2,900
+800
| +38% | +$76.5K | ﹤0.01% | 247 |
|
|
2022
Q4 | $200K | Sell |
2,100
-100
| -5% | -$9.53K | ﹤0.01% | 283 |
|
|
2022
Q3 | $189K | Hold |
2,200
| – | – | ﹤0.01% | 290 |
|
|
2022
Q2 | $209K | Sell |
2,200
-200
| -8% | -$19K | ﹤0.01% | 284 |
|
|
2022
Q1 | $227K | Hold |
2,400
| – | – | ﹤0.01% | 291 |
|
|
2021
Q4 | $205K | Hold |
2,400
| – | – | ﹤0.01% | 309 |
|
|
2021
Q3 | $174K | Hold |
2,400
| – | – | ﹤0.01% | 331 |
|
|
2021
Q2 | $172K | Buy |
+2,400
| New | +$172K | ﹤0.01% | 338 |
|
|
2021
Q1 | – | Sell |
-2,400
| Closed | -$173K | – | 424 |
|
|
2020
Q4 | $173K | Sell |
2,400
-100
| -4% | -$7.21K | ﹤0.01% | 290 |
|
|
2020
Q3 | $195K | Sell |
2,500
-100
| -4% | -$7.8K | ﹤0.01% | 262 |
|
|
2020
Q2 | $187K | Hold |
2,600
| – | – | ﹤0.01% | 255 |
|
|
2020
Q1 | $203K | Sell |
2,600
-500
| -16% | -$39K | ﹤0.01% | 232 |
|
|
2019
Q4 | $280K | Buy |
3,100
+400
| +15% | +$36.1K | ﹤0.01% | 241 |
|
|
2019
Q3 | $255K | Hold |
2,700
| – | – | ﹤0.01% | 241 |
|
|
2019
Q2 | $237K | Hold |
2,700
| – | – | ﹤0.01% | 246 |
|
|
2019
Q1 | $229K | Hold |
2,700
| – | – | ﹤0.01% | 247 |
|
|
2018
Q4 | $206K | Sell |
2,700
-179
| -6% | -$13.7K | ﹤0.01% | 246 |
|
|
2018
Q3 | $219K | Hold |
2,879
| – | – | ﹤0.01% | 262 |
|
|
2018
Q2 | $225K | Sell |
2,879
-130
| -4% | -$10.2K | ﹤0.01% | 265 |
|
|
2018
Q1 | $235K | Sell |
3,009
-69
| -2% | -$5.39K | ﹤0.01% | 260 |
|
|
2017
Q4 | $261K | Sell |
3,078
-200
| -6% | -$17K | ﹤0.01% | 251 |
|
|
2017
Q3 | $264K | Buy |
3,278
+69
| +2% | +$5.56K | 0.01% | 251 |
|
|
2017
Q2 | $266K | Buy |
+3,209
| New | +$266K | 0.01% | 245 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$6K | – | 648 |
|
|
2015
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 571 |
|
|
2015
Q2 | $6K | Sell |
100
-3,735
| -97% | -$224K | ﹤0.01% | 571 |
|
|
2015
Q1 | $234K | Sell |
3,835
-3,440
| -47% | -$210K | 0.01% | 266 |
|
|
2014
Q4 | $480K | Hold |
7,275
| – | – | 0.01% | 201 |
|
|
2014
Q3 | $412K | Sell |
7,275
-2,175
| -23% | -$123K | 0.01% | 205 |
|
|
2014
Q2 | $546K | Buy |
9,450
+9,350
| +9,350% | +$540K | 0.01% | 187 |
|
|
2014
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 581 |
|
|
2013
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 547 |
|
|
2013
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
|
2013
Q2 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 556 |
|