PBMares Wealth Management’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
$201K Hold
2025
Q1
$221K Buy
2024
Q4
Sell
2024
Q3
$208K Buy
2023
Q2
Sell
2023
Q1
$201K Hold
2022
Q4
$200K Buy
2020
Q1
Sell
2019
Q4
$203K Buy