Williams Jones Wealth Management’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 | – | Sell |
-2,172
| Closed | -$240K | – | 516 |
|
|
2025
Q1 | $240K | Buy |
+2,172
| New | +$240K | ﹤0.01% | 435 |
|
|
2020
Q4 | – | Sell |
-3,489
| Closed | -$271K | – | 474 |
|
|
2020
Q3 | $271K | Hold |
3,489
| – | – | 0.01% | 349 |
|
|
2020
Q2 | $251K | Sell |
3,489
-600
| -15% | -$43.2K | 0.01% | 342 |
|
|
2020
Q1 | $319K | Buy |
4,089
+417
| +11% | +$32.5K | 0.01% | 286 |
|
|
2019
Q4 | $332K | Buy |
3,672
+1,000
| +37% | +$90.4K | 0.01% | 338 |
|
|
2019
Q3 | $252K | Buy |
+2,672
| New | +$252K | 0.01% | 373 |
|