Sard 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 | $347K | Hold |
3,455
| – | – | 0.21% | 36 |
|
|
2025
Q1 | $382K | Hold |
3,455
| – | – | 0.26% | 31 |
|
|
2024
Q4 | $308K | Hold |
3,455
| – | – | 0.21% | 33 |
|
|
2024
Q3 | $360K | Hold |
3,455
| – | – | 0.24% | 30 |
|
|
2024
Q2 | $309K | Hold |
3,455
| – | – | 0.22% | 34 |
|
|
2024
Q1 | $314K | Sell |
3,455
-39
| -1% | -$3.54K | 0.28% | 30 |
|
|
2023
Q4 | $318K | Buy |
+3,494
| New | +$318K | 0.32% | 29 |
|