Caldwell Trust’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 | $2.32M | Sell |
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|
2025
Q2 | $2.4M | Sell |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $2.2M | Sell |
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|
2024
Q3 | $2.63M | Sell |
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|
2024
Q2 | $2.34M | Sell |
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|
2024
Q1 | $2.44M | Sell |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $2.86M | Buy |
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|
2022
Q4 | $2.84M | Buy |
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|
2022
Q3 | $2.46M | Sell |
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|
2022
Q2 | $2.74M | Sell |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.4M | Sell |
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|
2021
Q3 | $2.07M | Sell |
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|
2021
Q2 | $2.06M | Sell |
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|
2021
Q1 | $2.3M | Buy |
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|
2020
Q4 | $2.06M | Sell |
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|
2020
Q3 | $2.3M | Sell |
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|
2020
Q2 | $2.39M | Sell |
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|
2020
Q1 | $2.65M | Sell |
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|
2019
Q4 | $3.12M | Buy |
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