Wealthcare Advisory 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 | $452K | Buy |
4,502
+753
| +20% | +$75.6K | 0.01% | 671 |
|
|
2025
Q1 | $415K | Buy |
3,749
+1,043
| +39% | +$115K | 0.01% | 634 |
|
|
2024
Q4 | $241K | Sell |
2,706
-521
| -16% | -$46.5K | 0.01% | 782 |
|
|
2024
Q3 | $336K | Buy |
3,227
+626
| +24% | +$65.2K | 0.01% | 679 |
|
|
2024
Q2 | $233K | Buy |
2,601
+235
| +10% | +$21K | 0.01% | 748 |
|
|
2024
Q1 | $215K | Sell |
2,366
-19
| -0.8% | -$1.73K | 0.01% | 757 |
|
|
2023
Q4 | $217K | Buy |
+2,385
| New | +$217K | 0.01% | 702 |
|
|
2023
Q3 | – | Sell |
-2,409
| Closed | -$218K | – | 708 |
|
|
2023
Q2 | $218K | Sell |
2,409
-587
| -20% | -$53.1K | 0.01% | 651 |
|
|
2023
Q1 | $287K | Buy |
2,996
+268
| +10% | +$25.6K | 0.01% | 588 |
|
|
2022
Q4 | $260K | Buy |
2,728
+60
| +2% | +$5.72K | 0.01% | 573 |
|
|
2022
Q3 | $229K | Buy |
2,668
+186
| +7% | +$16K | 0.01% | 542 |
|
|
2022
Q2 | $236K | Buy |
2,482
+82
| +3% | +$7.8K | 0.01% | 485 |
|
|
2022
Q1 | $227K | Sell |
2,400
-299
| -11% | -$28.3K | 0.01% | 487 |
|
|
2021
Q4 | $230K | Buy |
+2,699
| New | +$230K | 0.01% | 511 |
|
|
2021
Q2 | – | Sell |
-2,299
| Closed | -$172K | – | 889 |
|
|
2021
Q1 | $172K | Buy |
+2,299
| New | +$172K | 0.01% | 517 |
|
|
2020
Q2 | – | Sell |
-2,275
| Closed | -$177K | – | 587 |
|
|
2020
Q1 | $177K | Sell |
2,275
-400
| -15% | -$31.1K | 0.03% | 276 |
|
|
2019
Q4 | $242K | Buy |
2,675
+1
| +0% | +$90 | 0.03% | 266 |
|
|
2019
Q3 | $253K | Sell |
2,674
-169
| -6% | -$16K | 0.04% | 233 |
|
|
2019
Q2 | $249K | Sell |
2,843
-58
| -2% | -$5.08K | 0.04% | 236 |
|
|
2019
Q1 | $246K | Sell |
2,901
-1,866
| -39% | -$158K | 0.04% | 210 |
|
|
2018
Q4 | $364K | Buy |
4,767
+3
| +0.1% | +$229 | 0.07% | 140 |
|
|
2018
Q3 | $363K | Sell |
4,764
-270
| -5% | -$20.6K | 0.07% | 157 |
|
|
2018
Q2 | $393K | Buy |
5,034
+3,568
| +243% | +$279K | 0.08% | 140 |
|
|
2018
Q1 | $114K | Buy |
1,466
+242
| +20% | +$18.8K | 0.03% | 257 |
|
|
2017
Q4 | $104K | Buy |
1,224
+2
| +0.2% | +$170 | 0.03% | 248 |
|
|
2017
Q3 | $99K | Buy |
+1,222
| New | +$99K | 0.03% | 214 |
|