Ritholtz Wealth Management’s Consolidated Edison ED Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
3,297
+1,247
+61% +$125K 0.01% 766
2025
Q1
$227K Buy
+2,050
New +$227K 0.01% 823
2024
Q4
Sell
-2,026
Closed -$211K 867
2024
Q3
$211K Buy
+2,026
New +$211K 0.01% 803
2024
Q1
Sell
-2,256
Closed -$205K 799
2023
Q4
$205K Sell
2,256
-101
-4% -$9.19K 0.01% 700
2023
Q3
$202K Buy
+2,357
New +$202K 0.01% 646
2022
Q4
Sell
-3,296
Closed -$283K 624
2022
Q3
$283K Buy
3,296
+172
+6% +$14.8K 0.02% 554
2022
Q2
$297K Buy
+3,124
New +$297K 0.02% 415