Waypoint Wealth Partners’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 | $229K | Hold |
2,285
| – | – | 0.06% | 75 |
|
|
2025
Q1 | $253K | Hold |
2,285
| – | – | 0.07% | 63 |
|
|
2024
Q4 | $204K | Hold |
2,285
| – | – | 0.06% | 63 |
|
|
2024
Q3 | $238K | Hold |
2,285
| – | – | 0.06% | 61 |
|
|
2024
Q2 | $204K | Hold |
2,285
| – | – | 0.06% | 62 |
|
|
2024
Q1 | $208K | Hold |
2,285
| – | – | 0.06% | 69 |
|
|
2023
Q4 | $208K | Buy |
+2,285
| New | +$208K | 0.06% | 71 |
|
|
2023
Q3 | – | Sell |
-2,285
| Closed | -$207K | – | 75 |
|
|
2023
Q2 | $207K | Hold |
2,285
| – | – | 0.07% | 64 |
|
|
2023
Q1 | $219K | Hold |
2,285
| – | – | 0.08% | 60 |
|
|
2022
Q4 | $218K | Buy |
+2,285
| New | +$218K | 0.09% | 56 |
|
|
2022
Q3 | – | Sell |
-2,285
| Closed | -$217K | – | 64 |
|
|
2022
Q2 | $217K | Sell |
2,285
-11
| -0.5% | -$1.05K | 0.08% | 57 |
|
|
2022
Q1 | $217K | Buy |
+2,296
| New | +$217K | 0.08% | 48 |
|