Caldwell Trust’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
23,907
-419
|
|
||||
|
2025
Q1 | $2.69M | Sell |
24,326
-369
|
|
||||
|
2024
Q4 | $2.2M | Sell |
24,695
-517
|
|
||||
|
2024
Q3 | $2.63M | Sell |
25,212
-940
|
|
||||
|
2024
Q2 | $2.34M | Sell |
26,152
-762
|
|
||||
|
2024
Q1 | $2.44M | Sell |
26,914
-1,069
|
|
||||
|
2023
Q4 | $2.55M | Sell |
27,983
-265
|
|
||||
|
2023
Q3 | $2.42M | Sell |
28,248
-335
|
|
||||
|
2023
Q2 | $2.58M | Sell |
28,583
-1,287
|
|
||||
|
2023
Q1 | $2.86M | Buy |
29,870
+31
|
|
||||
|
2022
Q4 | $2.84M | Buy |
29,839
+1,130
|
|
||||
|
2022
Q3 | $2.46M | Sell |
28,709
-100
|
|
||||
|
2022
Q2 | $2.74M | Sell |
28,809
-6
|
|
||||
|
2022
Q1 | $2.73M | Buy |
28,815
+740
|
|
||||
|
2021
Q4 | $2.4M | Sell |
28,075
-398
|
|
||||
|
2021
Q3 | $2.07M | Sell |
28,473
-314
|
|
||||
|
2021
Q2 | $2.06M | Sell |
28,787
-1,972
|
|
||||
|
2021
Q1 | $2.3M | Buy |
30,759
+2,227
|
|
||||
|
2020
Q4 | $2.06M | Sell |
28,532
-992
|
|
||||
|
2020
Q3 | $2.3M | Sell |
29,524
-3,671
|
|
||||
|
2020
Q2 | $2.39M | Sell |
33,195
-801
|
|
||||
|
2020
Q1 | $2.65M | Sell |
33,996
-487
|
|
||||
|
2019
Q4 | $3.12M | Buy |
+34,483
|
|