Loring Wolcott & Coolidge Fiduciary Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
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|
2025
Q1 | $264K | Hold |
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|
2024
Q4 | $223K | Hold |
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|
2024
Q3 | $251K | Hold |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $218K | Hold |
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|
2023
Q4 | $214K | Hold |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $200K | Sell |
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|
2022
Q3 | $189K | Hold |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $227K | Hold |
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|
2021
Q4 | $205K | Hold |
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|
2021
Q3 | $174K | Hold |
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|
2021
Q2 | $172K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $173K | Sell |
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|
2020
Q3 | $195K | Sell |
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|
2020
Q2 | $187K | Hold |
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|
2020
Q1 | $203K | Sell |
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|
2019
Q4 | $280K | Buy |
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|
2019
Q3 | $255K | Hold |
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|
2019
Q2 | $237K | Hold |
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|
2019
Q1 | $229K | Hold |
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|
2018
Q4 | $206K | Sell |
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|
2018
Q3 | $219K | Hold |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $235K | Sell |
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|
2017
Q4 | $261K | Sell |
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|
2017
Q3 | $264K | Buy |
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|
2017
Q2 | $266K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $6K | Sell |
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|
2015
Q1 | $234K | Sell |
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|
2014
Q4 | $480K | Hold |
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|
2014
Q3 | $412K | Sell |
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|
2014
Q2 | $546K | Buy |
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|
2014
Q1 | $5K | Hold |
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|
2013
Q4 | $6K | Hold |
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|
2013
Q3 | $6K | Hold |
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|
2013
Q2 | $6K | Buy |
|