Ballentine Partners’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
Q3
$562K Sell
2025
Q2
$602K Buy
2025
Q1
$614K Sell
2024
Q4
$516K Buy
2024
Q3
$443K Sell
2024
Q2
$398K Sell
2024
Q1
$410K Sell
2023
Q4
$521K Buy
2023
Q3
$246K Buy
2023
Q2
$244K Sell
2023
Q1
$504K Buy
2022
Q4
$202K Sell
2022
Q3
$274K Buy
2022
Q2
$207K Buy
2021
Q3
Sell
2021
Q2
$212K Buy
2021
Q1
$211K Sell
2020
Q4
$237K Sell
2020
Q3
$272K Buy