HB 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 | $1.1M | Sell |
10,923
-616
| -5% | -$61.8K | 0.01% | 496 |
|
|
2025
Q1 | $1.28M | Buy |
11,539
+2,214
| +24% | +$245K | 0.01% | 472 |
|
|
2024
Q4 | $832K | Buy |
9,325
+981
| +12% | +$87.5K | 0.01% | 453 |
|
|
2024
Q3 | $869K | Buy |
8,344
+965
| +13% | +$100K | 0.01% | 425 |
|
|
2024
Q2 | $660K | Buy |
7,379
+650
| +10% | +$58.1K | 0.01% | 459 |
|
|
2024
Q1 | $611K | Sell |
6,729
-755
| -10% | -$68.6K | 0.01% | 441 |
|
|
2023
Q4 | $681K | Buy |
7,484
+3,147
| +73% | +$286K | 0.01% | 385 |
|
|
2023
Q3 | $371K | Sell |
4,337
-227
| -5% | -$19.4K | 0.01% | 515 |
|
|
2023
Q2 | $413K | Sell |
4,564
-214
| -4% | -$19.3K | 0.01% | 464 |
|
|
2023
Q1 | $457K | Buy |
4,778
+2,387
| +100% | +$228K | 0.01% | 430 |
|
|
2022
Q4 | $228K | Sell |
2,391
-533
| -18% | -$50.8K | ﹤0.01% | 607 |
|
|
2022
Q3 | $251K | Buy |
+2,924
| New | +$251K | 0.01% | 476 |
|