Mission Wealth Management’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 | $435K | Buy |
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|
2025
Q1 | $478K | Sell |
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|
2024
Q4 | $409K | Buy |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $380K | Sell |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $508K | Buy |
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|
2023
Q3 | $383K | Sell |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $276K | Buy |
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|
2021
Q3 | $230K | Buy |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $232K | Hold |
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|
2020
Q3 | $250K | Sell |
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|
2020
Q2 | $411K | Buy |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $363K | Buy |
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|
2019
Q3 | $285K | Sell |
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|
2019
Q2 | $325K | Buy |
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|
2019
Q1 | $271K | Buy |
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|
2018
Q4 | $215K | Buy |
|