Summit Trail Advisors’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 | $3.81M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.67M | Buy |
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|
2024
Q2 | $2.14M | Buy |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $479K | Buy |
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|
2023
Q3 | $432K | Buy |
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|
2023
Q2 | $386K | Buy |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $239K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $173K | Buy |
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