Jeppson 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 | $713K | Sell |
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|
2025
Q2 | $722K | Sell |
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|
2025
Q1 | $831K | Hold |
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|
2024
Q4 | $671K | Sell |
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|
2024
Q3 | $803K | Hold |
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|
2024
Q2 | $690K | Hold |
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|
2024
Q1 | $701K | Hold |
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|
2023
Q4 | $702K | Buy |
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|
2023
Q3 | $649K | Sell |
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|
2023
Q2 | $701K | Sell |
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|
2023
Q1 | $757K | Hold |
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|
2022
Q4 | $754K | Buy |
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|
2022
Q3 | $652K | Hold |
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|
2022
Q2 | $723K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $6K | Buy |
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