Wealth Enhancement Advisory Services’s Consolidated Edison ED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Buy |
276,457
+26,443
| +11% | +$2.65M | 0.05% | 339 |
|
|
2025
Q1 | $27.6M | Buy |
250,014
+6,869
| +3% | +$760K | 0.05% | 323 |
|
|
2024
Q4 | $21.7M | Sell |
243,145
-20,266
| -8% | -$1.81M | 0.04% | 356 |
|
|
2024
Q3 | $27.4M | Sell |
263,411
-88,227
| -25% | -$9.19M | 0.06% | 300 |
|
|
2024
Q2 | $31.4M | Sell |
351,638
-44,938
| -11% | -$4.02M | 0.07% | 252 |
|
|
2024
Q1 | $36M | Buy |
396,576
+116,669
| +42% | +$10.6M | 0.09% | 213 |
|
|
2023
Q4 | $25.5M | Buy |
279,907
+55,543
| +25% | +$5.05M | 0.07% | 255 |
|
|
2023
Q3 | $19.2M | Buy |
224,364
+128,514
| +134% | +$11M | 0.06% | 288 |
|
|
2023
Q2 | $8.66M | Buy |
95,850
+34,630
| +57% | +$3.13M | 0.09% | 97 |
|
|
2023
Q1 | $5.86M | Buy |
+61,220
| New | +$5.86M | 0.07% | 126 |
|
|
2022
Q4 | – | Sell |
-15,803
| Closed | -$1.29M | – | 333 |
|
|
2022
Q3 | $1.29M | Buy |
+15,803
| New | +$1.29M | 0.02% | 214 |
|
|
2019
Q2 | – | Sell |
-29,169
| Closed | -$2.46M | – | 218 |
|
|
2019
Q1 | $2.46M | Buy |
+29,169
| New | +$2.46M | 0.14% | 63 |
|
|
2018
Q1 | – | Sell |
-18,388
| Closed | -$1.46M | – | 153 |
|
|
2017
Q4 | $1.46M | Buy |
+18,388
| New | +$1.46M | 0.1% | 89 |
|
|
2016
Q3 | – | Sell |
-25,217
| Closed | -$2.03M | – | 149 |
|
|
2016
Q2 | $2.03M | Buy |
25,217
+2,694
| +12% | +$217K | 0.37% | 37 |
|
|
2016
Q1 | $1.72M | Buy |
22,523
+1,415
| +7% | +$108K | 0.35% | 36 |
|
|
2015
Q4 | $1.36M | Buy |
21,108
+1,036
| +5% | +$66.6K | 0.34% | 51 |
|
|
2015
Q3 | $1.33M | Buy |
20,072
+2,908
| +17% | +$193K | 0.41% | 47 |
|
|
2015
Q2 | $993K | Buy |
17,164
+1,782
| +12% | +$103K | 0.31% | 52 |
|
|
2015
Q1 | $938K | Buy |
15,382
+1,949
| +15% | +$119K | 0.36% | 52 |
|
|
2014
Q4 | $887K | Buy |
+13,433
| New | +$887K | 0.35% | 50 |
|