Mutual 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 | $611K | Buy |
5,978
+344
| +6% | +$35.2K | 0.02% | 689 |
|
|
2025
Q1 | $622K | Buy |
5,634
+39
| +0.7% | +$4.31K | 0.02% | 622 |
|
|
2024
Q4 | $516K | Sell |
5,595
-138
| -2% | -$12.7K | 0.01% | 689 |
|
|
2024
Q3 | $613K | Sell |
5,733
-8,436
| -60% | -$903K | 0.02% | 638 |
|
|
2024
Q2 | $1.37M | Buy |
14,169
+9,024
| +175% | +$874K | 0.04% | 376 |
|
|
2024
Q1 | $467K | Buy |
5,145
+408
| +9% | +$37.1K | 0.02% | 718 |
|
|
2023
Q4 | $431K | Buy |
4,737
+195
| +4% | +$17.7K | 0.02% | 698 |
|
|
2023
Q3 | $388K | Sell |
4,542
-1,308
| -22% | -$112K | 0.02% | 695 |
|
|
2023
Q2 | $529K | Buy |
5,850
+187
| +3% | +$16.9K | 0.02% | 624 |
|
|
2023
Q1 | $542K | Buy |
5,663
+218
| +4% | +$20.9K | 0.02% | 596 |
|
|
2022
Q4 | $519K | Sell |
5,445
-1,255
| -19% | -$120K | 0.02% | 577 |
|
|
2022
Q3 | $575K | Buy |
6,700
+1,010
| +18% | +$86.7K | 0.03% | 520 |
|
|
2022
Q2 | $541K | Buy |
5,690
+6
| +0.1% | +$570 | 0.04% | 508 |
|
|
2022
Q1 | $538K | Buy |
5,684
+22
| +0.4% | +$2.08K | 0.03% | 555 |
|
|
2021
Q4 | $483K | Buy |
5,662
+100
| +2% | +$8.53K | 0.03% | 591 |
|
|
2021
Q3 | $404K | Sell |
5,562
-919
| -14% | -$66.8K | 0.02% | 614 |
|
|
2021
Q2 | $465K | Buy |
6,481
+2,832
| +78% | +$203K | 0.03% | 549 |
|
|
2021
Q1 | $273K | Sell |
3,649
-734
| -17% | -$54.9K | 0.02% | 651 |
|
|
2020
Q4 | $317K | Sell |
4,383
-3,307
| -43% | -$239K | 0.02% | 590 |
|
|
2020
Q3 | $598K | Buy |
7,690
+735
| +11% | +$57.2K | 0.05% | 383 |
|
|
2020
Q2 | $500K | Buy |
6,955
+4,261
| +158% | +$306K | 0.05% | 383 |
|
|
2020
Q1 | $210K | Sell |
2,694
-467
| -15% | -$36.4K | 0.03% | 491 |
|
|
2019
Q4 | $286K | Sell |
3,161
-154
| -5% | -$13.9K | 0.03% | 474 |
|
|
2019
Q3 | $313K | Buy |
3,315
+236
| +8% | +$22.3K | 0.04% | 408 |
|
|
2019
Q2 | $270K | Buy |
+3,079
| New | +$270K | 0.04% | 464 |
|