Sax Wealth Advisors’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 | $341K | Buy |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $337K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $245K | Buy |
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