Wilbanks Smith & Thomas Asset Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $460K | Hold |
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|
2023
Q2 | $486K | Hold |
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|
2023
Q1 | $515K | Hold |
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|
2022
Q4 | $513K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $334K | Hold |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $263K | Sell |
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|
2021
Q2 | $297K | Sell |
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|
2021
Q1 | $319K | Hold |
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|
2020
Q4 | $309K | Sell |
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|
2020
Q3 | $340K | Hold |
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|
2020
Q2 | $314K | Hold |
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|
2020
Q1 | $341K | Buy |
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|
2019
Q4 | $390K | Sell |
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|
2019
Q3 | $414K | Hold |
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|
2019
Q2 | $384K | Buy |
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|
2019
Q1 | $362K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $46K | Buy |
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