Wealth Alliance’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 | $662K | Buy |
6,602
+69
| +1% | +$6.92K | 0.07% | 240 |
|
|
2025
Q1 | $722K | Buy |
6,533
+3
| +0% | +$332 | 0.09% | 205 |
|
|
2024
Q4 | $583K | Buy |
6,530
+4
| +0.1% | +$357 | 0.07% | 233 |
|
|
2024
Q3 | $680K | Buy |
6,526
+3
| +0% | +$312 | 0.08% | 219 |
|
|
2024
Q2 | $583K | Sell |
6,523
-912
| -12% | -$81.6K | 0.08% | 231 |
|
|
2024
Q1 | $675K | Buy |
7,435
+3
| +0% | +$272 | 0.09% | 219 |
|
|
2023
Q4 | $676K | Buy |
7,432
+4
| +0.1% | +$364 | 0.09% | 210 |
|
|
2023
Q3 | $635K | Buy |
7,428
+3
| +0% | +$257 | 0.1% | 197 |
|
|
2023
Q2 | $671K | Sell |
7,425
-597
| -7% | -$54K | 0.1% | 203 |
|
|
2023
Q1 | $767K | Buy |
8,022
+947
| +13% | +$90.6K | 0.12% | 178 |
|
|
2022
Q4 | $674K | Sell |
7,075
-188
| -3% | -$17.9K | 0.12% | 189 |
|
|
2022
Q3 | $623K | Buy |
7,263
+4
| +0.1% | +$343 | 0.12% | 185 |
|
|
2022
Q2 | $690K | Buy |
7,259
+2,378
| +49% | +$226K | 0.13% | 167 |
|
|
2022
Q1 | $462K | Buy |
4,881
+38
| +0.8% | +$3.6K | 0.09% | 232 |
|
|
2021
Q4 | $413K | Hold |
4,843
| – | – | 0.08% | 267 |
|
|
2021
Q3 | $352K | Buy |
4,843
+477
| +11% | +$34.7K | 0.08% | 285 |
|
|
2021
Q2 | $313K | Buy |
4,366
+1,325
| +44% | +$95K | 0.07% | 309 |
|
|
2021
Q1 | $227K | Sell |
3,041
-277
| -8% | -$20.7K | 0.06% | 354 |
|
|
2020
Q4 | $240K | Buy |
3,318
+28
| +0.9% | +$2.03K | 0.07% | 328 |
|
|
2020
Q3 | $256K | Buy |
3,290
+142
| +5% | +$11K | 0.09% | 268 |
|
|
2020
Q2 | $226K | Buy |
3,148
+64
| +2% | +$4.6K | 0.09% | 266 |
|
|
2020
Q1 | $241K | Buy |
+3,084
| New | +$241K | 0.13% | 192 |
|