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 |
|