PWM
Palumbo Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
3,166
+23
| +0.7% | +$2.31K | 0.1% | 142 |
|
|
2025
Q1 | $348K | Buy |
3,143
+75
| +2% | +$8.29K | 0.12% | 122 |
|
|
2024
Q4 | $274K | Sell |
3,068
-1,974
| -39% | -$176K | 0.1% | 130 |
|
|
2024
Q3 | $525K | Buy |
5,042
+2,013
| +66% | +$210K | 0.2% | 80 |
|
|
2024
Q2 | $271K | Sell |
3,029
-48
| -2% | -$4.29K | 0.11% | 112 |
|
|
2024
Q1 | $279K | Sell |
3,077
-108
| -3% | -$9.81K | 0.13% | 108 |
|
|
2023
Q4 | $290K | Sell |
3,185
-24
| -0.7% | -$2.18K | 0.15% | 100 |
|
|
2023
Q3 | $274K | Sell |
3,209
-21
| -0.7% | -$1.8K | 0.15% | 94 |
|
|
2023
Q2 | $292K | Sell |
3,230
-8,070
| -71% | -$729K | 0.18% | 84 |
|
|
2023
Q1 | $1.08M | Sell |
11,300
-662
| -6% | -$63.3K | 0.72% | 31 |
|
|
2022
Q4 | $1.14M | Buy |
11,962
+380
| +3% | +$36.2K | 0.91% | 26 |
|
|
2022
Q3 | $993K | Sell |
11,582
-675
| -6% | -$57.9K | 0.84% | 26 |
|
|
2022
Q2 | $1.17M | Buy |
12,257
+283
| +2% | +$26.9K | 0.93% | 18 |
|
|
2022
Q1 | $1.13M | Buy |
11,974
+264
| +2% | +$25K | 0.73% | 28 |
|
|
2021
Q4 | $999K | Buy |
11,710
+247
| +2% | +$21.1K | 0.63% | 34 |
|
|
2021
Q3 | $832K | Buy |
11,463
+643
| +6% | +$46.7K | 0.55% | 37 |
|
|
2021
Q2 | $776K | Buy |
10,820
+2,186
| +25% | +$157K | 0.52% | 46 |
|
|
2021
Q1 | $646K | Buy |
8,634
+677
| +9% | +$50.7K | 0.49% | 55 |
|
|
2020
Q4 | $575K | Buy |
+7,957
| New | +$575K | 0.46% | 53 |
|