Omnia Family Wealth’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 | $763K | Sell |
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|
2025
Q1 | $844K | Buy |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $774K | Buy |
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|
2024
Q2 | $664K | Sell |
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|
2024
Q1 | $675K | Buy |
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|
2023
Q4 | $675K | Hold |
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|
2023
Q3 | $635K | Hold |
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|
2023
Q2 | $671K | Hold |
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|
2023
Q1 | $710K | Hold |
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|
2022
Q4 | $708K | Hold |
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|
2022
Q3 | $637K | Hold |
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|
2022
Q2 | $706K | Hold |
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|
2022
Q1 | $703K | Hold |
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|
2021
Q4 | $634K | Hold |
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|
2021
Q3 | $539K | Sell |
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|
2021
Q2 | $535K | Hold |
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|
2021
Q1 | $557K | Sell |
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|
2020
Q4 | $575K | Sell |
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|
2020
Q3 | $627K | Sell |
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|
2020
Q2 | $709K | Hold |
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|
2020
Q1 | $769K | Buy |
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|
2019
Q4 | $882K | Hold |
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|
2019
Q3 | $921K | Hold |
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|
2019
Q2 | $855K | Hold |
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|
2019
Q1 | $827K | Hold |
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|
2018
Q4 | $746K | Buy |
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|
2018
Q3 | $741K | Hold |
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|
2018
Q2 | $758K | Buy |
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|
2018
Q1 | $719K | Hold |
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|
2017
Q4 | $784K | Hold |
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|
2017
Q3 | $744K | Sell |
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|
2017
Q2 | $755K | Hold |
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|
2017
Q1 | $726K | Sell |
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|
2016
Q4 | $750K | Buy |
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