HB 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
Q3
$1.28M Buy
2025
Q2
$1.1M Sell
2025
Q1
$1.28M Buy
2024
Q4
$832K Buy
2024
Q3
$869K Buy
2024
Q2
$660K Buy
2024
Q1
$611K Sell
2023
Q4
$681K Buy
2023
Q3
$371K Sell
2023
Q2
$413K Sell
2023
Q1
$457K Buy
2022
Q4
$228K Sell
2022
Q3
$251K Buy