Montag & 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
Q2 | $223K | Hold |
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|
2025
Q1 | $246K | Hold |
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|
2024
Q4 | $198K | Hold |
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|
2024
Q3 | $231K | Hold |
|
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|
2024
Q2 | $199K | Hold |
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|
2024
Q1 | $202K | Sell |
|
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|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | $190K | Hold |
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|
2023
Q2 | $201K | Buy |
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|
2023
Q1 | $186K | Hold |
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|
2022
Q4 | $185K | Hold |
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|
2022
Q3 | $167K | Hold |
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|
2022
Q2 | $185K | Hold |
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|
2022
Q1 | $184K | Hold |
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|
2021
Q4 | $166K | Hold |
|
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|
2021
Q3 | $141K | Hold |
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|
2021
Q2 | $139K | Hold |
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|
2021
Q1 | $145K | Hold |
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|
2020
Q4 | $140K | Buy |
|