Herold 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 | $1.74M | Sell |
17,355
-492
| -3% | -$49.4K | 0.37% | 78 |
|
|
2025
Q1 | $1.97M | Sell |
17,847
-84
| -0.5% | -$9.29K | 0.43% | 66 |
|
|
2024
Q4 | $1.6M | Buy |
17,931
+607
| +4% | +$54.2K | 0.35% | 80 |
|
|
2024
Q3 | $1.8M | Buy |
17,324
+314
| +2% | +$32.7K | 0.39% | 69 |
|
|
2024
Q2 | $1.52M | Sell |
17,010
-1,285
| -7% | -$115K | 0.35% | 77 |
|
|
2024
Q1 | $1.66M | Sell |
18,295
-1,085
| -6% | -$98.5K | 0.4% | 69 |
|
|
2023
Q4 | $1.76M | Buy |
19,380
+715
| +4% | +$65.1K | 0.49% | 64 |
|
|
2023
Q3 | $1.6M | Buy |
18,665
+1,069
| +6% | +$91.4K | 0.49% | 62 |
|
|
2023
Q2 | $1.59M | Buy |
17,596
+472
| +3% | +$42.7K | 0.49% | 59 |
|
|
2023
Q1 | $1.64M | Buy |
17,124
+11
| +0.1% | +$1.05K | 0.57% | 50 |
|
|
2022
Q4 | $1.63M | Buy |
17,113
+8,975
| +110% | +$855K | 0.69% | 45 |
|
|
2022
Q3 | $697K | Buy |
8,138
+1,177
| +17% | +$101K | 0.34% | 90 |
|
|
2022
Q2 | $661K | Buy |
6,961
+12
| +0.2% | +$1.14K | 0.29% | 97 |
|
|
2022
Q1 | $658K | Buy |
6,949
+11
| +0.2% | +$1.04K | 0.23% | 109 |
|
|
2021
Q4 | $591K | Sell |
6,938
-93
| -1% | -$7.92K | 0.23% | 114 |
|
|
2021
Q3 | $510K | Buy |
+7,031
| New | +$510K | 0.2% | 126 |
|