Congress Wealth Management’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 | $2.68M | Buy |
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|
2025
Q1 | $2.22M | Buy |
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|
2024
Q4 | $965K | Sell |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $881K | Buy |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $216K | Buy |
|