Klingman & Associates’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 | $607K | Buy |
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|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $442K | Buy |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $286K | Buy |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $258K | Buy |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $292K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $39K | Hold |
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|
2016
Q2 | $42K | Hold |
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|
2016
Q1 | $40K | Hold |
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|
2015
Q4 | $33K | Sell |
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|
2015
Q3 | $84K | Hold |
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|
2015
Q2 | $74K | Hold |
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|
2015
Q1 | $78K | Sell |
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|
2014
Q4 | $97K | Buy |
|