ORG Wealth Partners’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
$595K Buy
5,909
+168
+3% +$16.9K 0.14% 98
2025
Q1
$632K Buy
5,741
+3,389
+144% +$373K 0.19% 93
2024
Q4
$210K Sell
2,352
-55
-2% -$4.91K 0.06% 121
2024
Q3
$251K Buy
+2,407
New +$251K 0.08% 106