Wealth Alliance Advisory 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 | $341K | Hold |
3,400
| – | – | 0.07% | 140 |
|
|
2025
Q1 | $376K | Hold |
3,400
| – | – | 0.08% | 131 |
|
|
2024
Q4 | $303K | Sell |
3,400
-100
| -3% | -$8.92K | 0.06% | 138 |
|
|
2024
Q3 | $364K | Sell |
3,500
-4,840
| -58% | -$504K | 0.08% | 130 |
|
|
2024
Q2 | $746K | Sell |
8,340
-116
| -1% | -$10.4K | 0.17% | 83 |
|
|
2024
Q1 | $768K | Buy |
8,456
+152
| +2% | +$13.8K | 0.18% | 78 |
|
|
2023
Q4 | $755K | Buy |
8,304
+12
| +0.1% | +$1.09K | 0.2% | 74 |
|
|
2023
Q3 | $709K | Sell |
8,292
-19
| -0.2% | -$1.63K | 0.21% | 68 |
|
|
2023
Q2 | $751K | Sell |
8,311
-372
| -4% | -$33.6K | 0.27% | 61 |
|
|
2023
Q1 | $831K | Buy |
8,683
+2,494
| +40% | +$239K | 0.31% | 54 |
|
|
2022
Q4 | $590K | Buy |
6,189
+1,102
| +22% | +$105K | 0.23% | 70 |
|
|
2022
Q3 | $436K | Buy |
5,087
+1,587
| +45% | +$136K | 0.19% | 77 |
|
|
2022
Q2 | $333K | Buy |
3,500
+100
| +3% | +$9.51K | 0.16% | 95 |
|
|
2022
Q1 | $322K | Sell |
3,400
-1,000
| -23% | -$94.7K | 0.14% | 108 |
|
|
2021
Q4 | $375K | Buy |
4,400
+1,000
| +29% | +$85.2K | 0.16% | 97 |
|
|
2021
Q3 | $247K | Hold |
3,400
| – | – | 0.12% | 118 |
|
|
2021
Q2 | $244K | Sell |
3,400
-1,000
| -23% | -$71.8K | 0.12% | 124 |
|
|
2021
Q1 | $329K | Hold |
4,400
| – | – | 0.17% | 98 |
|
|
2020
Q4 | $318K | Hold |
4,400
| – | – | 0.17% | 94 |
|
|
2020
Q3 | $342K | Sell |
4,400
-370
| -8% | -$28.8K | 0.2% | 77 |
|
|
2020
Q2 | $343K | Hold |
4,770
| – | – | 0.21% | 72 |
|
|
2020
Q1 | $372K | Hold |
4,770
| – | – | 0.29% | 63 |
|
|
2019
Q4 | $432K | Hold |
4,770
| – | – | 0.25% | 65 |
|
|
2019
Q3 | $440K | Hold |
4,770
| – | – | 0.27% | 63 |
|
|
2019
Q2 | $422K | Hold |
4,770
| – | – | 0.26% | 65 |
|
|
2019
Q1 | $406K | Hold |
4,770
| – | – | 0.26% | 62 |
|
|
2018
Q4 | $365K | Buy |
4,770
+1,000
| +27% | +$76.5K | 0.27% | 61 |
|
|
2018
Q3 | $287K | Hold |
3,770
| – | – | 0.15% | 102 |
|
|
2018
Q2 | $294K | Hold |
3,770
| – | – | 0.16% | 92 |
|
|
2018
Q1 | $294K | Hold |
3,770
| – | – | 0.17% | 83 |
|
|
2017
Q4 | $320K | Buy |
+3,770
| New | +$320K | 0.29% | 68 |
|