West Family Investments’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 | $1.04M | Buy |
10,377
+1,132
| +12% | +$114K | 0.27% | 75 |
|
|
2025
Q1 | $1.02M | Buy |
9,245
+32
| +0.3% | +$3.54K | 0.39% | 53 |
|
|
2024
Q4 | $822K | Sell |
9,213
-125
| -1% | -$11.2K | 0.29% | 69 |
|
|
2024
Q3 | $972K | Buy |
9,338
+43
| +0.5% | +$4.48K | 0.33% | 63 |
|
|
2024
Q2 | $831K | Sell |
9,295
-199
| -2% | -$17.8K | 0.25% | 74 |
|
|
2024
Q1 | $862K | Buy |
9,494
+431
| +5% | +$39.1K | 0.27% | 73 |
|
|
2023
Q4 | $824K | Sell |
9,063
-287
| -3% | -$26.1K | 0.28% | 70 |
|
|
2023
Q3 | $800K | Buy |
9,350
+25
| +0.3% | +$2.14K | 0.28% | 73 |
|
|
2023
Q2 | $843K | Buy |
+9,325
| New | +$843K | 0.33% | 67 |
|
|
2023
Q1 | – | Sell |
-9,233
| Closed | -$880K | – | 229 |
|
|
2022
Q4 | $880K | Buy |
9,233
+341
| +4% | +$32.5K | 0.3% | 68 |
|
|
2022
Q3 | $763K | Sell |
8,892
-196
| -2% | -$16.8K | 0.32% | 68 |
|
|
2022
Q2 | $864K | Buy |
9,088
+80
| +0.9% | +$7.61K | 0.34% | 58 |
|
|
2022
Q1 | $853K | Hold |
9,008
| – | – | 0.24% | 68 |
|
|
2021
Q4 | $769K | Buy |
9,008
+4,245
| +89% | +$362K | 0.21% | 84 |
|
|
2021
Q3 | $346K | Sell |
4,763
-5,352
| -53% | -$389K | 0.09% | 191 |
|
|
2021
Q2 | $725K | Buy |
+10,115
| New | +$725K | 0.2% | 84 |
|