Wealthspire Advisors (New York)’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
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|
2025
Q1 | $2.47M | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $768K | Buy |
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|
2024
Q1 | $748K | Sell |
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|
2023
Q4 | $769K | Buy |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $516K | Buy |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $648K | Buy |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $450K | Buy |
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|
2022
Q1 | $392K | Sell |
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|
2021
Q4 | $443K | Sell |
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|
2021
Q3 | $388K | Buy |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $710K | Buy |
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|
2020
Q4 | $654K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $699K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $30K | Buy |
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