Valmark Advisers’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
Q2 | $238K | Sell |
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|
2025
Q1 | $263K | Sell |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $242K | Buy |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $294K | Hold |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $292K | Hold |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $279K | Hold |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $277K | Buy |
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|
2019
Q3 | $275K | Buy |
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|
2019
Q2 | $220K | Buy |
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|
2019
Q1 | $202K | Buy |
|