Windle Wealth’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.64M | Sell |
76,135
-963
| -1% | -$96.6K | 3.74% | 15 |
|
2025
Q1 | $8.53M | Buy |
77,098
+4,530
| +6% | +$501K | 4.39% | 6 |
|
2024
Q4 | $6.48M | Buy |
72,568
+3,443
| +5% | +$307K | 3.58% | 21 |
|
2024
Q3 | $7.2M | Buy |
69,125
+1,096
| +2% | +$114K | 3.91% | 16 |
|
2024
Q2 | $6.08M | Sell |
68,029
-184
| -0.3% | -$16.5K | 3.71% | 17 |
|
2024
Q1 | $6.19M | Buy |
68,213
+1,577
| +2% | +$143K | 3.95% | 18 |
|
2023
Q4 | $6.06M | Sell |
66,636
-728
| -1% | -$66.2K | 4.25% | 12 |
|
2023
Q3 | $5.76M | Buy |
67,364
+2,817
| +4% | +$241K | 4.3% | 11 |
|
2023
Q2 | $5.84M | Buy |
64,547
+460
| +0.7% | +$41.6K | 4.21% | 13 |
|
2023
Q1 | $6.13M | Buy |
64,087
+1,246
| +2% | +$119K | 4.55% | 8 |
|
2022
Q4 | $5.99M | Buy |
+62,841
| New | +$5.99M | 4.68% | 8 |
|