Modera 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 | $1.24M | Sell |
12,399
-350
| -3% | -$35.1K | 0.02% | 304 |
|
|
2025
Q1 | $1.41M | Sell |
12,749
-1,124
| -8% | -$124K | 0.02% | 282 |
|
|
2024
Q4 | $1.24M | Buy |
13,873
+1,418
| +11% | +$127K | 0.01% | 296 |
|
|
2024
Q3 | $1.3M | Hold |
12,455
| – | – | 0.02% | 273 |
|
|
2024
Q2 | $1.11M | Sell |
12,455
-96
| -0.8% | -$8.59K | 0.02% | 281 |
|
|
2024
Q1 | $1.14M | Buy |
12,551
+6,900
| +122% | +$627K | 0.02% | 285 |
|
|
2023
Q4 | $514K | Buy |
5,651
+3,082
| +120% | +$280K | 0.01% | 373 |
|
|
2023
Q3 | $220K | Sell |
2,569
-1,290
| -33% | -$110K | ﹤0.01% | 502 |
|
|
2023
Q2 | $349K | Buy |
+3,859
| New | +$349K | 0.01% | 444 |
|
|
2022
Q2 | – | Sell |
-2,114
| Closed | -$200K | – | 345 |
|
|
2022
Q1 | $200K | Sell |
2,114
-1,211
| -36% | -$115K | 0.01% | 343 |
|
|
2021
Q4 | $284K | Buy |
+3,325
| New | +$284K | 0.01% | 437 |
|