Private Wealth Management Group’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 | $22.5K | Buy |
224
+57
| +34% | +$5.72K | 0.01% | 275 |
|
|
2025
Q1 | $18.5K | Sell |
167
-35
| -17% | -$3.87K | 0.01% | 316 |
|
|
2024
Q4 | $18K | Buy |
202
+44
| +28% | +$3.93K | 0.01% | 325 |
|
|
2024
Q3 | $16.5K | Buy |
158
+1
| +0.6% | +$104 | 0.01% | 334 |
|
|
2024
Q2 | $14K | Hold |
157
| – | – | 0.01% | 360 |
|
|
2024
Q1 | $14.3K | Buy |
157
+14
| +10% | +$1.27K | 0.01% | 336 |
|
|
2023
Q4 | $13K | Buy |
+143
| New | +$13K | 0.01% | 351 |
|