Landmark Wealth Management (New York)’s Consolidated Edison ED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$431K	Buy	3,808 +7	+0.2%	+$758	0.12%	119
2025 Q4	$377K	Hold	3,801	–	–	0.14%	70
2025 Q3	$382K	Sell	3,801 -28	-0.7%	-$2.81K	0.15%	69
2025 Q2	$384K	Hold	3,829	–	–	0.16%	65
2025 Q1	$423K	Hold	3,829	–	–	0.19%	57
2024 Q4	$342K	Hold	3,829	–	–	0.15%	58
2024 Q3	$399K	Buy	+3,829	New	+$379K	0.17%	57
2024 Q2	–	Sell	-3,829	Closed	-$348K	–	52
2024 Q1	$348K	Hold	3,829	–	–	0.16%	57
2023 Q4	$348K	Hold	3,829	–	–	0.17%	54
2023 Q3	$327K	Buy	+3,829	New	+$349K	0.19%	55
2023 Q2	–	Sell	-3,829	Closed	-$366K	–	46
2023 Q1	$366K	Buy	+3,829	New	+$359K	0.2%	53
2022 Q2	–	Sell	-9,258	Closed	-$443K	–	83
2022 Q1	$443K	Buy	+9,258	New	+$800K	0.23%	52