Modera 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
2026 Q1	$393K	Sell	3,471 -9,121	-72%	-$988K	﹤0.01%	477
2025 Q4	$1.25M	Buy	12,592 +192	+2%	+$19.1K	0.01%	310
2025 Q3	$1.25M	Buy	12,400 +1	+0%	+$100	0.01%	311
2025 Q2	$1.24M	Sell	12,399 -350	-3%	-$37.1K	0.02%	304
2025 Q1	$1.41M	Sell	12,749 -1,124	-8%	-$110K	0.02%	282
2024 Q4	$1.24M	Buy	13,873 +1,418	+11%	+$140K	0.02%	297
2024 Q3	$1.3M	Hold	12,455	–	–	0.02%	273
2024 Q2	$1.11M	Sell	12,455 -96	-0.8%	-$8.9K	0.02%	281
2024 Q1	$1.14M	Buy	12,551 +6,900	+122%	+$619K	0.02%	285
2023 Q4	$514K	Buy	5,651 +3,082	+120%	+$275K	0.01%	373
2023 Q3	$220K	Sell	2,569 -1,290	-33%	-$117K	﹤0.01%	502
2023 Q2	$349K	Buy	+3,859	New	+$369K	0.01%	444
2022 Q2	–	Sell	-2,114	Closed	-$200K	–	345
2022 Q1	$200K	Sell	2,114 -1,211	-36%	-$105K	0.01%	343
2021 Q4	$284K	Buy	+3,325	New	+$261K	0.01%	437