GHP Investment Advisors’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 | $200K | Buy |
1,993
+69
| +4% | +$6.92K | 0.01% | 378 |
|
2025
Q1 | $213K | Hold |
1,924
| – | – | 0.01% | 370 |
|
2024
Q4 | $172K | Hold |
1,924
| – | – | 0.01% | 387 |
|
2024
Q3 | $200K | Sell |
1,924
-153
| -7% | -$15.9K | 0.01% | 381 |
|
2024
Q2 | $186K | Sell |
2,077
-750
| -27% | -$67.1K | 0.01% | 376 |
|
2024
Q1 | $257K | Buy |
2,827
+1,000
| +55% | +$90.8K | 0.01% | 358 |
|
2023
Q4 | $166K | Sell |
1,827
-190
| -9% | -$17.3K | 0.01% | 383 |
|
2023
Q3 | $178K | Hold |
2,017
| – | – | 0.01% | 381 |
|
2023
Q2 | $183K | Hold |
2,017
| – | – | 0.01% | 382 |
|
2023
Q1 | $193K | Buy |
2,017
+39
| +2% | +$3.73K | 0.01% | 373 |
|
2022
Q4 | $189K | Buy |
1,978
+54
| +3% | +$5.15K | 0.01% | 372 |
|
2022
Q3 | $165K | Hold |
1,924
| – | – | 0.01% | 375 |
|
2022
Q2 | $183K | Hold |
1,924
| – | – | 0.01% | 359 |
|
2022
Q1 | $182K | Buy |
+1,924
| New | +$182K | 0.01% | 370 |
|