Klingman & Associates’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 | $415K | Buy |
4,131
+137
| +3% | +$13.7K | 0.02% | 196 |
|
|
2025
Q1 | $442K | Buy |
3,994
+1,313
| +49% | +$145K | 0.03% | 174 |
|
|
2024
Q4 | $239K | Sell |
2,681
-64
| -2% | -$5.71K | 0.01% | 232 |
|
|
2024
Q3 | $286K | Buy |
2,745
+168
| +7% | +$17.5K | 0.02% | 220 |
|
|
2024
Q2 | $230K | Sell |
2,577
-262
| -9% | -$23.4K | 0.02% | 224 |
|
|
2024
Q1 | $258K | Buy |
2,839
+11
| +0.4% | +$999 | 0.02% | 205 |
|
|
2023
Q4 | $257K | Buy |
2,828
+39
| +1% | +$3.55K | 0.02% | 204 |
|
|
2023
Q3 | $239K | Sell |
2,789
-1
| -0% | -$86 | 0.02% | 203 |
|
|
2023
Q2 | $252K | Hold |
2,790
| – | – | 0.02% | 185 |
|
|
2023
Q1 | $267K | Sell |
2,790
-15
| -0.5% | -$1.44K | 0.02% | 165 |
|
|
2022
Q4 | $267K | Sell |
2,805
-87
| -3% | -$8.29K | 0.02% | 170 |
|
|
2022
Q3 | $248K | Buy |
2,892
+110
| +4% | +$9.43K | 0.02% | 160 |
|
|
2022
Q2 | $265K | Sell |
2,782
-300
| -10% | -$28.6K | 0.03% | 158 |
|
|
2022
Q1 | $292K | Buy |
+3,082
| New | +$292K | 0.02% | 169 |
|
|
2016
Q4 | – | Sell |
-520
| Closed | -$39K | – | 162 |
|
|
2016
Q3 | $39K | Hold |
520
| – | – | 0.01% | 201 |
|
|
2016
Q2 | $42K | Hold |
520
| – | – | 0.01% | 204 |
|
|
2016
Q1 | $40K | Hold |
520
| – | – | 0.01% | 204 |
|
|
2015
Q4 | $33K | Sell |
520
-751
| -59% | -$47.7K | 0.01% | 232 |
|
|
2015
Q3 | $84K | Hold |
1,271
| – | – | 0.03% | 172 |
|
|
2015
Q2 | $74K | Hold |
1,271
| – | – | 0.03% | 158 |
|
|
2015
Q1 | $78K | Sell |
1,271
-213
| -14% | -$13.1K | 0.03% | 144 |
|
|
2014
Q4 | $97K | Buy |
+1,484
| New | +$97K | 0.04% | 134 |
|