Horst & Graben 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
$301K Buy
3,002
+12
+0.4% +$1.2K 0.05% 131
2025
Q1
$331K Buy
2,990
+22
+0.7% +$2.43K 0.06% 119
2024
Q4
$265K Hold
2,968
0.05% 127
2024
Q3
$309K Sell
2,968
-203
-6% -$21.1K 0.06% 116
2024
Q2
$284K Sell
3,171
-10
-0.3% -$894 0.05% 113
2024
Q1
$289K Buy
3,181
+1
+0% +$91 0.06% 113
2023
Q4
$289K Buy
+3,180
New +$289K 0.06% 107