Congress Wealth Management’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 | $2.68M | Buy |
26,747
+6,565
| +33% | +$659K | 0.03% | 510 |
|
|
2025
Q1 | $2.22M | Buy |
20,182
+9,371
| +87% | +$1.03M | 0.03% | 470 |
|
|
2024
Q4 | $965K | Sell |
10,811
-5,351
| -33% | -$477K | 0.01% | 526 |
|
|
2024
Q3 | $1.68M | Buy |
16,162
+6,310
| +64% | +$657K | 0.02% | 450 |
|
|
2024
Q2 | $881K | Buy |
9,852
+6,734
| +216% | +$602K | 0.01% | 450 |
|
|
2024
Q1 | $283K | Sell |
3,118
-975
| -24% | -$88.5K | ﹤0.01% | 515 |
|
|
2023
Q4 | $372K | Buy |
+4,093
| New | +$372K | 0.01% | 501 |
|
|
2023
Q1 | – | Sell |
-3,296
| Closed | -$314K | – | 561 |
|
|
2022
Q4 | $314K | Buy |
+3,296
| New | +$314K | 0.01% | 469 |
|
|
2022
Q3 | – | Sell |
-2,280
| Closed | -$217K | – | 552 |
|
|
2022
Q2 | $217K | Sell |
2,280
-1
| -0% | -$95 | 0.01% | 524 |
|
|
2022
Q1 | $216K | Buy |
+2,281
| New | +$216K | ﹤0.01% | 566 |
|