LVW Advisors’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 | $629K | Buy |
6,273
+833
| +15% | +$83.6K | 0.07% | 162 |
|
|
2025
Q1 | $602K | Buy |
5,440
+282
| +5% | +$31.2K | 0.07% | 154 |
|
|
2024
Q4 | $460K | Buy |
5,158
+7
| +0.1% | +$625 | 0.06% | 201 |
|
|
2024
Q3 | $536K | Buy |
5,151
+167
| +3% | +$17.4K | 0.07% | 181 |
|
|
2024
Q2 | $446K | Sell |
4,984
-2,174
| -30% | -$194K | 0.07% | 185 |
|
|
2024
Q1 | $650K | Buy |
7,158
+3,466
| +94% | +$315K | 0.11% | 132 |
|
|
2023
Q4 | $336K | Buy |
3,692
+877
| +31% | +$79.8K | 0.06% | 195 |
|
|
2023
Q3 | $241K | Buy |
+2,815
| New | +$241K | 0.05% | 193 |
|