WA
Wealth Architects’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Sell |
5,680
-24
| -0.4% | -$2.41K | 0.06% | 129 |
|
|
2025
Q1 | $631K | Sell |
5,704
-298
| -5% | -$33K | 0.07% | 117 |
|
|
2024
Q4 | $536K | Hold |
6,002
| – | – | 0.06% | 119 |
|
|
2024
Q3 | $625K | Buy |
6,002
+48
| +0.8% | +$5K | 0.07% | 108 |
|
|
2024
Q2 | $532K | Sell |
5,954
-102
| -2% | -$9.12K | 0.07% | 115 |
|
|
2024
Q1 | $550K | Buy |
6,056
+1
| +0% | +$91 | 0.07% | 111 |
|
|
2023
Q4 | $551K | Sell |
6,055
-131
| -2% | -$11.9K | 0.08% | 108 |
|
|
2023
Q3 | $529K | Sell |
6,186
-38
| -0.6% | -$3.25K | 0.09% | 104 |
|
|
2023
Q2 | $563K | Buy |
6,224
+348
| +6% | +$31.5K | 0.09% | 98 |
|
|
2023
Q1 | $562K | Buy |
5,876
+12
| +0.2% | +$1.15K | 0.1% | 90 |
|
|
2022
Q4 | $559K | Sell |
5,864
-1
| -0% | -$95 | 0.11% | 87 |
|
|
2022
Q3 | $503K | Sell |
5,865
-134
| -2% | -$11.5K | 0.11% | 90 |
|
|
2022
Q2 | $570K | Buy |
5,999
+34
| +0.6% | +$3.23K | 0.11% | 88 |
|
|
2022
Q1 | $565K | Buy |
5,965
+58
| +1% | +$5.49K | 0.1% | 99 |
|
|
2021
Q4 | $504K | Buy |
5,907
+9
| +0.2% | +$768 | 0.09% | 108 |
|
|
2021
Q3 | $428K | Buy |
5,898
+206
| +4% | +$14.9K | 0.08% | 111 |
|
|
2021
Q2 | $408K | Buy |
5,692
+12
| +0.2% | +$860 | 0.08% | 109 |
|
|
2021
Q1 | $425K | Buy |
5,680
+25
| +0.4% | +$1.87K | 0.09% | 95 |
|
|
2020
Q4 | $409K | Buy |
5,655
+159
| +3% | +$11.5K | 0.1% | 93 |
|
|
2020
Q3 | $428K | Sell |
5,496
-1,243
| -18% | -$96.8K | 0.12% | 81 |
|
|
2020
Q2 | $485K | Buy |
6,739
+174
| +3% | +$12.5K | 0.14% | 72 |
|
|
2020
Q1 | $512K | Sell |
6,565
-15
| -0.2% | -$1.17K | 0.18% | 57 |
|
|
2019
Q4 | $595K | Sell |
6,580
-746
| -10% | -$67.5K | 0.17% | 52 |
|
|
2019
Q3 | $692K | Buy |
7,326
+9
| +0.1% | +$850 | 0.21% | 46 |
|
|
2019
Q2 | $642K | Buy |
7,317
+62
| +0.9% | +$5.44K | 0.19% | 51 |
|
|
2019
Q1 | $615K | Buy |
7,255
+2
| +0% | +$170 | 0.19% | 51 |
|
|
2018
Q4 | $555K | Buy |
7,253
+2
| +0% | +$153 | 0.2% | 51 |
|
|
2018
Q3 | $552K | Sell |
7,251
-505
| -7% | -$38.4K | 0.17% | 56 |
|
|
2018
Q2 | $605K | Buy |
7,756
+536
| +7% | +$41.8K | 0.2% | 47 |
|
|
2018
Q1 | $563K | Sell |
7,220
-1,495
| -17% | -$117K | 0.19% | 51 |
|
|
2017
Q4 | $740K | Buy |
8,715
+1
| +0% | +$85 | 0.24% | 44 |
|
|
2017
Q3 | $703K | Buy |
8,714
+1,190
| +16% | +$96K | 0.24% | 48 |
|
|
2017
Q2 | $608K | Buy |
7,524
+2
| +0% | +$162 | 0.23% | 55 |
|
|
2017
Q1 | $584K | Buy |
7,522
+1
| +0% | +$78 | 0.23% | 52 |
|
|
2016
Q4 | $554K | Buy |
7,521
+2
| +0% | +$147 | 0.25% | 53 |
|
|
2016
Q3 | $566K | Sell |
7,519
-102
| -1% | -$7.68K | 0.26% | 50 |
|
|
2016
Q2 | $613K | Buy |
7,621
+711
| +10% | +$57.2K | 0.3% | 49 |
|
|
2016
Q1 | $529K | Buy |
6,910
+116
| +2% | +$8.88K | 0.26% | 55 |
|
|
2015
Q4 | $437K | Buy |
6,794
+2
| +0% | +$129 | 0.22% | 64 |
|
|
2015
Q3 | $454K | Buy |
6,792
+2
| +0% | +$134 | 0.24% | 62 |
|
|
2015
Q2 | $393K | Buy |
6,790
+2
| +0% | +$116 | 0.21% | 70 |
|
|
2015
Q1 | $414K | Buy |
6,788
+2
| +0% | +$122 | 0.24% | 57 |
|
|
2014
Q4 | $448K | Buy |
+6,786
| New | +$448K | 0.26% | 54 |
|