Wealthspire Advisors (New York)’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 | $2.37M | Buy |
23,604
+1,228
| +5% | +$123K | 0.01% | 255 |
|
|
2025
Q1 | $2.47M | Buy |
22,376
+10,851
| +94% | +$1.2M | 0.01% | 245 |
|
|
2024
Q4 | $1.03M | Buy |
11,525
+1,042
| +10% | +$93K | 0.01% | 365 |
|
|
2024
Q3 | $1.09M | Buy |
10,483
+1,900
| +22% | +$198K | 0.01% | 358 |
|
|
2024
Q2 | $768K | Buy |
8,583
+346
| +4% | +$30.9K | 0.01% | 354 |
|
|
2024
Q1 | $748K | Sell |
8,237
-217
| -3% | -$19.7K | 0.01% | 356 |
|
|
2023
Q4 | $769K | Buy |
8,454
+1,673
| +25% | +$152K | 0.01% | 352 |
|
|
2023
Q3 | $580K | Buy |
6,781
+1,075
| +19% | +$92K | 0.01% | 365 |
|
|
2023
Q2 | $516K | Buy |
5,706
+166
| +3% | +$15K | 0.01% | 357 |
|
|
2023
Q1 | $530K | Sell |
5,540
-1,260
| -19% | -$121K | 0.01% | 344 |
|
|
2022
Q4 | $648K | Buy |
6,800
+1,056
| +18% | +$101K | 0.01% | 339 |
|
|
2022
Q3 | $493K | Buy |
5,744
+1,015
| +21% | +$87.1K | 0.01% | 336 |
|
|
2022
Q2 | $450K | Buy |
4,729
+589
| +14% | +$56K | 0.01% | 332 |
|
|
2022
Q1 | $392K | Sell |
4,140
-1,056
| -20% | -$100K | 0.01% | 313 |
|
|
2021
Q4 | $443K | Sell |
5,196
-155
| -3% | -$13.2K | 0.01% | 344 |
|
|
2021
Q3 | $388K | Buy |
5,351
+1,704
| +47% | +$124K | 0.01% | 406 |
|
|
2021
Q2 | $262K | Sell |
3,647
-5,839
| -62% | -$419K | 0.01% | 315 |
|
|
2021
Q1 | $710K | Buy |
9,486
+437
| +5% | +$32.7K | 0.02% | 326 |
|
|
2020
Q4 | $654K | Buy |
+9,049
| New | +$654K | 0.02% | 263 |
|
|
2020
Q2 | – | Sell |
-8,960
| Closed | -$699K | – | 341 |
|
|
2020
Q1 | $699K | Buy |
+8,960
| New | +$699K | 0.03% | 248 |
|
|
2019
Q1 | – | Sell |
-397
| Closed | -$30K | – | 261 |
|
|
2018
Q4 | $30K | Buy |
+397
| New | +$30K | ﹤0.01% | 259 |
|