Annis Gardner Whiting Capital Advisors’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 | $17.6K | Buy |
175
+60
| +52% | +$6.02K | 0.01% | 590 |
|
|
2025
Q1 | $12.7K | Buy |
115
+11
| +11% | +$1.22K | 0.01% | 516 |
|
|
2024
Q4 | $9.28K | Sell |
104
-136
| -57% | -$12.1K | ﹤0.01% | 541 |
|
|
2024
Q3 | $25K | Hold |
240
| – | – | 0.01% | 436 |
|
|
2024
Q2 | $21.5K | Buy |
240
+144
| +150% | +$12.9K | 0.01% | 554 |
|
|
2024
Q1 | $8.72K | Buy |
96
+35
| +57% | +$3.18K | ﹤0.01% | 688 |
|
|
2023
Q4 | $5.55K | Buy |
61
+5
| +9% | +$455 | ﹤0.01% | 534 |
|
|
2023
Q3 | $4.79K | Buy |
+56
| New | +$4.79K | ﹤0.01% | 532 |
|