Barrett & Company’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 | $82.2K | Buy |
819
+279
| +52% | +$28K | 0.03% | 236 |
|
2025
Q1 | $59.7K | Hold |
540
| – | – | 0.03% | 244 |
|
2024
Q4 | $48.2K | Hold |
540
| – | – | 0.02% | 275 |
|
2024
Q3 | $56.3K | Buy |
540
+1
| +0.2% | +$104 | 0.02% | 246 |
|
2024
Q2 | $48.2K | Sell |
539
-48
| -8% | -$4.29K | 0.02% | 266 |
|
2024
Q1 | $53.3K | Buy |
587
+2
| +0.3% | +$182 | 0.03% | 264 |
|
2023
Q4 | $53.2K | Sell |
585
-99
| -14% | -$9.01K | 0.03% | 247 |
|
2023
Q3 | $58.5K | Buy |
684
+2
| +0.3% | +$171 | 0.03% | 233 |
|
2023
Q2 | $61.7K | Buy |
682
+501
| +277% | +$45.3K | 0.04% | 231 |
|
2023
Q1 | $17.3K | Buy |
181
+2
| +1% | +$191 | 0.01% | 341 |
|
2022
Q4 | $17.1K | Hold |
179
| – | – | 0.01% | 334 |
|
2022
Q3 | $17.1K | Buy |
+179
| New | +$17.1K | 0.01% | 334 |
|