Asset Planning Inc’s Consolidated Edison ED Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$878K Buy
8,746
+13
+0.1% +$1.3K 0.66% 29
2025
Q1
$966K Buy
8,733
+11
+0.1% +$1.22K 0.76% 27
2024
Q4
$778K Buy
+8,722
New +$778K 0.59% 36