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	26,747 +6,565	+33%	+$695K	0.03%	510
2025 Q1	$2.22M	Buy	20,182 +9,371	+87%	+$919K	0.03%	470
2024 Q4	$965K	Sell	10,811 -5,351	-33%	-$527K	0.01%	526
2024 Q3	$1.68M	Buy	16,162 +6,310	+64%	+$624K	0.02%	450
2024 Q2	$881K	Buy	9,852 +6,734	+216%	+$624K	0.01%	450
2024 Q1	$283K	Sell	3,118 -975	-24%	-$87.4K	﹤0.01%	515
2023 Q4	$372K	Buy	+4,093	New	+$366K	0.01%	501
2023 Q1	–	Sell	-3,296	Closed	-$314K	–	561
2022 Q4	$314K	Buy	+3,296	New	+$300K	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	+$197K	﹤0.01%	566