Wells Trecaso Financial Group’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 | $206K | Hold |
2,050
| – | – | 0.06% | 90 |
|
|
2025
Q1 | $227K | Buy |
+2,050
| New | +$227K | 0.08% | 86 |
|
|
2024
Q4 | – | Sell |
-2,050
| Closed | -$213K | – | 89 |
|
|
2024
Q3 | $213K | Buy |
+2,050
| New | +$213K | 0.07% | 90 |
|
|
2020
Q3 | – | Sell |
-2,150
| Closed | -$155K | – | 71 |
|
|
2020
Q2 | $155K | Buy |
+2,150
| New | +$155K | 0.11% | 69 |
|