Milestone Asset 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 | – | Sell |
-4,394
| Closed | -$486K | – | 211 |
|
|
2025
Q1 | $486K | Buy |
4,394
+1
| +0% | +$111 | 0.1% | 141 |
|
|
2024
Q4 | $392K | Hold |
4,393
| – | – | 0.09% | 181 |
|
|
2024
Q3 | $457K | Sell |
4,393
-6,272
| -59% | -$653K | 0.1% | 141 |
|
|
2024
Q2 | $954K | Buy |
10,665
+6,058
| +131% | +$542K | 0.24% | 86 |
|
|
2024
Q1 | $418K | Buy |
4,607
+33
| +0.7% | +$3K | 0.12% | 118 |
|
|
2023
Q4 | $416K | Sell |
4,574
-155
| -3% | -$14.1K | 0.14% | 45 |
|
|
2023
Q3 | $386K | Hold |
4,729
| – | – | 0.14% | 49 |
|
|
2023
Q2 | $428K | Hold |
4,729
| – | – | 0.19% | 36 |
|
|
2023
Q1 | $452K | Hold |
4,729
| – | – | 0.26% | 42 |
|
|
2022
Q4 | $442K | Buy |
+4,729
| New | +$442K | 0.26% | 35 |
|