Simon Quick Advisors’s Consolidated Edison ED Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.3M Buy
22,903
+16,584
+262% +$1.66M 0.09% 141
2025
Q1
$699K Buy
6,319
+690
+12% +$76.3K 0.04% 226
2024
Q4
$502K Buy
5,629
+2,273
+68% +$203K 0.03% 247
2024
Q3
$349K Buy
3,356
+349
+12% +$36.3K 0.02% 287
2024
Q2
$269K Buy
3,007
+321
+12% +$28.7K 0.02% 301
2024
Q1
$244K Sell
2,686
-213
-7% -$19.3K 0.02% 354
2023
Q4
$264K Buy
2,899
+279
+11% +$25.4K 0.02% 264
2023
Q3
$224K Sell
2,620
-197
-7% -$16.9K 0.02% 285
2023
Q2
$255K Buy
2,817
+69
+3% +$6.24K 0.02% 238
2023
Q1
$263K Buy
+2,748
New +$263K 0.03% 226
2020
Q4
Sell
-20
Closed -$2K 463
2020
Q3
$2K Buy
+20
New +$2K ﹤0.01% 404
2020
Q1
Sell
-83
Closed -$8K 537
2019
Q4
$8K Buy
+83
New +$8K ﹤0.01% 421
2017
Q2
Hold
0
313
2017
Q1
Hold
0
352