RSWM
Robertson Stephens Wealth Management’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
2,361
-738
| -24% | -$74.1K | 0.01% | 501 |
|
|
2025
Q1 | $343K | Buy |
3,099
+65
| +2% | +$7.19K | 0.01% | 423 |
|
|
2024
Q4 | $271K | Sell |
3,034
-11
| -0.4% | -$982 | 0.01% | 486 |
|
|
2024
Q3 | $317K | Buy |
3,045
+715
| +31% | +$74.5K | 0.01% | 513 |
|
|
2024
Q2 | $208K | Buy |
+2,330
| New | +$208K | 0.01% | 472 |
|
|
2023
Q2 | – | Sell |
-2,188
| Closed | -$209K | – | 432 |
|
|
2023
Q1 | $209K | Sell |
2,188
-3
| -0.1% | -$287 | 0.02% | 417 |
|
|
2022
Q4 | $209K | Sell |
2,191
-321
| -13% | -$30.6K | 0.02% | 387 |
|
|
2022
Q3 | $215K | Buy |
2,512
+33
| +1% | +$2.82K | 0.02% | 331 |
|
|
2022
Q2 | $235K | Sell |
2,479
-40
| -2% | -$3.79K | 0.02% | 329 |
|
|
2022
Q1 | $238K | Sell |
2,519
-119
| -5% | -$11.2K | 0.02% | 354 |
|
|
2021
Q4 | $225K | Buy |
+2,638
| New | +$225K | 0.02% | 365 |
|