Venturi 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
Q3 | $551K | Buy |
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|
2025
Q2 | $507K | Sell |
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|
2025
Q1 | $565K | Buy |
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|
2024
Q4 | $428K | Buy |
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|
2024
Q3 | $70K | Sell |
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|
2024
Q2 | $62.1K | Buy |
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|
2024
Q1 | $43.7K | Sell |
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|
2023
Q4 | $50.6K | Buy |
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|
2023
Q3 | $40.8K | Buy |
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|
2023
Q2 | $26.6K | Hold |
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|
2023
Q1 | $28.1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $296K | Buy |
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