Simon Quick Advisors’s Consolidated Edison ED Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.3M | Buy |
22,903
+16,584
| +262% | +$1.66M | 0.09% | 141 |
|
2025
Q1 | $699K | Buy |
6,319
+690
| +12% | +$76.3K | 0.04% | 226 |
|
2024
Q4 | $502K | Buy |
5,629
+2,273
| +68% | +$203K | 0.03% | 247 |
|
2024
Q3 | $349K | Buy |
3,356
+349
| +12% | +$36.3K | 0.02% | 287 |
|
2024
Q2 | $269K | Buy |
3,007
+321
| +12% | +$28.7K | 0.02% | 301 |
|
2024
Q1 | $244K | Sell |
2,686
-213
| -7% | -$19.3K | 0.02% | 354 |
|
2023
Q4 | $264K | Buy |
2,899
+279
| +11% | +$25.4K | 0.02% | 264 |
|
2023
Q3 | $224K | Sell |
2,620
-197
| -7% | -$16.9K | 0.02% | 285 |
|
2023
Q2 | $255K | Buy |
2,817
+69
| +3% | +$6.24K | 0.02% | 238 |
|
2023
Q1 | $263K | Buy |
+2,748
| New | +$263K | 0.03% | 226 |
|
2020
Q4 | – | Sell |
-20
| Closed | -$2K | – | 463 |
|
2020
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 404 |
|
2020
Q1 | – | Sell |
-83
| Closed | -$8K | – | 537 |
|
2019
Q4 | $8K | Buy |
+83
| New | +$8K | ﹤0.01% | 421 |
|
2017
Q2 | – | Hold |
0
| – | – | – | 313 |
|
2017
Q1 | – | Hold |
0
| – | – | – | 352 |
|