Concurrent Investment Advisors’s Consolidated Edison ED Stock Holding History

Concurrent Investment Advisors’s Portfolio ED Stock Details ED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$836K	Buy
2025 Q1	$886K	Buy
2024 Q4	$658K	Sell
2024 Q3	$2.06M	Buy
2024 Q2	$1.5M	Buy
2024 Q1	$1.4M	Sell
2023 Q4	$1.76M	Buy