Principle Wealth Partners’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Hold |
5,924
| – | – | 0.04% | 217 |
|
|
2025
Q1 | $655K | Sell |
5,924
-538
| -8% | -$59.5K | 0.05% | 196 |
|
|
2024
Q4 | $577K | Buy |
6,462
+448
| +7% | +$40K | 0.04% | 208 |
|
|
2024
Q3 | $626K | Sell |
6,014
-25
| -0.4% | -$2.6K | 0.04% | 205 |
|
|
2024
Q2 | $540K | Hold |
6,039
| – | – | 0.04% | 209 |
|
|
2024
Q1 | $548K | Buy |
6,039
+1,114
| +23% | +$101K | 0.04% | 209 |
|
|
2023
Q4 | $448K | Hold |
4,925
| – | – | 0.04% | 216 |
|
|
2023
Q3 | $421K | Sell |
4,925
-28
| -0.6% | -$2.4K | 0.04% | 220 |
|
|
2023
Q2 | $448K | Hold |
4,953
| – | – | 0.05% | 209 |
|
|
2023
Q1 | $474K | Hold |
4,953
| – | – | 0.05% | 201 |
|
|
2022
Q4 | $472K | Sell |
4,953
-25
| -0.5% | -$2.38K | 0.05% | 200 |
|
|
2022
Q3 | $427 | Hold |
4,978
| – | – | 0.04% | 198 |
|
|
2022
Q2 | $473K | Sell |
4,978
-233
| -4% | -$22.1K | 0.06% | 199 |
|
|
2022
Q1 | $493K | Buy |
5,211
+2
| +0% | +$189 | 0.05% | 203 |
|
|
2021
Q4 | $444K | Buy |
5,209
+2
| +0% | +$170 | 0.05% | 217 |
|
|
2021
Q3 | $378K | Buy |
5,207
+677
| +15% | +$49.1K | 0.04% | 227 |
|
|
2021
Q2 | $325K | Buy |
4,530
+3
| +0.1% | +$215 | 0.04% | 243 |
|
|
2021
Q1 | $339K | Buy |
4,527
+55
| +1% | +$4.12K | 0.04% | 227 |
|
|
2020
Q4 | $323K | Buy |
+4,472
| New | +$323K | 0.04% | 218 |
|
|
2020
Q3 | – | Sell |
-1,452
| Closed | -$104K | – | 234 |
|
|
2020
Q2 | $104K | Buy |
+1,452
| New | +$104K | 0.03% | 210 |
|