Arete Wealth Advisors’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
$312K Sell
2025
Q1
$539K Sell
2024
Q4
$461K Buy
2024
Q3
$335K Sell
2024
Q2
$454K Buy
2024
Q1
Sell
2023
Q4
$509K Sell
2023
Q3
$520K Sell
2023
Q2
$607K Buy
2023
Q1
$519K Sell
2022
Q4
$527M Buy
2022
Q3
$285K Buy
2020
Q1
Sell
2019
Q4
$220K Sell
2019
Q3
$249K Buy
2019
Q2
$205K Sell
2019
Q1
$215K Buy
2018
Q3
Sell
2018
Q2
$244K Buy