Annex Advisory Services’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$201K Buy
2024
Q2
Sell
2024
Q1
$202K Sell
2023
Q4
$220K Sell
2023
Q3
$237K Buy