Pathstone Family Office’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.66M Buy
2023
Q2
$900K Sell
2023
Q1
$928K Sell
2022
Q4
$2.4M Buy
2022
Q3
$1.93M Buy
2022
Q2
$288K Buy
2022
Q1
Sell
2021
Q4
$233K Buy
2021
Q3
Sell
2021
Q2
$232K Buy
2021
Q1
Sell
2020
Q4
$30K Buy
2020
Q3
$17K Buy
2019
Q1
Sell
2018
Q4
$1K Buy
2014
Q4
Sell
2014
Q3
$8K Buy