Castle Rock 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
$775K Hold
2025
Q2
$813K Hold
2025
Q1
$873K Hold
2024
Q4
$753K Buy
2024
Q3
$808K Sell
2024
Q2
$722K Buy
2024
Q1
$770K Buy
2023
Q4
$756K Sell
2023
Q3
$745K Hold
2023
Q2
$808K Hold
2023
Q1
$860K Hold
2022
Q4
$826K Hold
2022
Q3
$710K Hold
2022
Q2
$803K Buy
2022
Q1
$677K Hold
2021
Q4
$571K Hold
2021
Q3
$532K Hold
2021
Q2
$528K Hold
2021
Q1
$539K Hold
2020
Q4
$475K Buy