Mission Wealth Management’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 | $435K | Buy |
4,330
+5
| +0.1% | +$502 | 0.01% | 484 |
|
|
2025
Q1 | $478K | Sell |
4,325
-260
| -6% | -$28.8K | 0.01% | 434 |
|
|
2024
Q4 | $409K | Buy |
4,585
+390
| +9% | +$34.8K | 0.01% | 458 |
|
|
2024
Q3 | $437K | Sell |
4,195
-52
| -1% | -$5.41K | 0.01% | 440 |
|
|
2024
Q2 | $380K | Sell |
4,247
-10
| -0.2% | -$894 | 0.01% | 456 |
|
|
2024
Q1 | $387K | Sell |
4,257
-1,332
| -24% | -$121K | 0.01% | 467 |
|
|
2023
Q4 | $508K | Buy |
5,589
+1,111
| +25% | +$101K | 0.02% | 354 |
|
|
2023
Q3 | $383K | Sell |
4,478
-61
| -1% | -$5.22K | 0.01% | 383 |
|
|
2023
Q2 | $410K | Buy |
4,539
+676
| +17% | +$61.1K | 0.02% | 378 |
|
|
2023
Q1 | $370K | Buy |
3,863
+96
| +3% | +$9.19K | 0.02% | 387 |
|
|
2022
Q4 | $359K | Buy |
3,767
+58
| +2% | +$5.53K | 0.02% | 377 |
|
|
2022
Q3 | $318K | Buy |
3,709
+539
| +17% | +$46.2K | 0.02% | 366 |
|
|
2022
Q2 | $301K | Sell |
3,170
-16
| -0.5% | -$1.52K | 0.02% | 378 |
|
|
2022
Q1 | $301K | Sell |
3,186
-53
| -2% | -$5.01K | 0.01% | 404 |
|
|
2021
Q4 | $276K | Buy |
3,239
+75
| +2% | +$6.39K | 0.01% | 430 |
|
|
2021
Q3 | $230K | Buy |
3,164
+25
| +0.8% | +$1.82K | 0.01% | 440 |
|
|
2021
Q2 | $225K | Hold |
3,139
| – | – | 0.01% | 443 |
|
|
2021
Q1 | $235K | Sell |
3,139
-75
| -2% | -$5.62K | 0.01% | 405 |
|
|
2020
Q4 | $232K | Hold |
3,214
| – | – | 0.01% | 378 |
|
|
2020
Q3 | $250K | Sell |
3,214
-2,500
| -44% | -$194K | 0.02% | 306 |
|
|
2020
Q2 | $411K | Buy |
5,714
+2,500
| +78% | +$180K | 0.04% | 204 |
|
|
2020
Q1 | $251K | Sell |
3,214
-793
| -20% | -$61.9K | 0.03% | 243 |
|
|
2019
Q4 | $363K | Buy |
4,007
+991
| +33% | +$89.8K | 0.03% | 222 |
|
|
2019
Q3 | $285K | Sell |
3,016
-691
| -19% | -$65.3K | 0.03% | 242 |
|
|
2019
Q2 | $325K | Buy |
3,707
+508
| +16% | +$44.5K | 0.04% | 229 |
|
|
2019
Q1 | $271K | Buy |
3,199
+392
| +14% | +$33.2K | 0.03% | 243 |
|
|
2018
Q4 | $215K | Buy |
+2,807
| New | +$215K | 0.03% | 242 |
|