Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $757K | Buy |
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|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $658K | Buy |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $555K | Sell |
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|
2024
Q2 | $483K | Buy |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $311K | Sell |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $320K | Buy |
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|
2022
Q1 | $280K | Sell |
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|
2021
Q4 | $524K | Buy |
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|
2021
Q3 | $440K | Sell |
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|
2021
Q2 | $563K | Buy |
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|
2021
Q1 | $580K | Buy |
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|
2020
Q4 | $530K | Sell |
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|
2020
Q3 | $623K | Sell |
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|
2020
Q2 | $578K | Sell |
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|
2020
Q1 | $718K | Buy |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $334K | Buy |
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|
2019
Q2 | $318K | Buy |
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|
2019
Q1 | $304K | Sell |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $236K | Hold |
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|
2018
Q2 | $241K | Hold |
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|
2018
Q1 | $241K | Sell |
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|
2017
Q4 | $266K | Sell |
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|
2017
Q3 | $334K | Hold |
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|
2017
Q2 | $334K | Hold |
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|
2017
Q1 | $321K | Sell |
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|
2016
Q4 | $428K | Sell |
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|
2016
Q3 | $492K | Buy |
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|
2016
Q2 | $515K | Hold |
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|
2016
Q1 | $490K | Hold |
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|
2015
Q4 | $411K | Hold |
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|
2015
Q3 | $428K | Hold |
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|
2015
Q2 | $370K | Buy |
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|
2015
Q1 | $268K | Hold |
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|
2014
Q4 | $290K | Hold |
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|
2014
Q3 | $249K | Hold |
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|
2014
Q2 | $254K | Hold |
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|
2014
Q1 | $236K | Hold |
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|
2013
Q4 | $243K | Buy |
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