David Rolfe - Wedgewood Partners Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  Consolidated Edison Inc Com (ED)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.04 SEC
2023   Q2 2,750 0.04 Reduce 31.25% 0.02 $90.18 $248,000 SEC
2023   Q1 4,000 0.06 Reduce 23.81% 0.02 $95.50 $382,000 SEC
2022   Q4 5,250 0.09 $95.24 $500,000 SEC
2022   Q3 5,250 0.08 $85.71 $450,000 SEC
2022   Q2 5,250 0.09 $95.05 $499,000 SEC
2022   Q1 5,250 0.07 $94.67 $497,000 SEC
2021   Q4 5,250 0.06 $85.14 $447,000 SEC
2021   Q3 5,250 0.05 $72.57 $381,000 SEC
2021   Q2 5,250 0.05 $71.62 $376,000 SEC
2021   Q1 5,250 0.06 $74.67 $392,000 SEC
2020   Q4 5,250 0.06 $72.19 $379,000 SEC
2020   Q3 5,250 0.06 $77.71 $408,000 SEC
2020   Q2 5,250 0.06 $71.81 $377,000 SEC
2020   Q1 5,250 0.08 $77.90 $409,000 SEC
2019   Q4 5,250 0.05 $90.29 $474,000 SEC
2019   Q3 5,250 0.04 $94.29 $495,000 SEC
2019   Q2 5,250 0.04 $87.62 $460,000 SEC
2019   Q1 5,250 0.03 $84.76 $445,000 SEC
2018   Q4 5,250 0.03 $76.38 $401,000 SEC
2018   Q3 5,250 0.02 Reduce 21.64% <0.01 $76.00 $399,000 SEC
2018   Q2 6,700 0.03 Reduce 21.41% <0.01 $77.91 $522,000 SEC
2018   Q1 8,525 0.03 Reduce 20.33% <0.01 $77.89 $664,000 SEC
2017   Q4 10,700 0.04 Reduce 5.10% <0.01 $84.86 $908,000 SEC
2017   Q3 11,275 0.03 Reduce 1.53% <0.01 $80.62 $909,000 SEC
2017   Q2 11,450 0.03 Reduce 11.24% <0.01 $80.79 $925,000 SEC
2017   Q1 12,900 0.03 $77.60 $1,001,000 SEC
2016   Q4 12,900 0.02 Reduce 5.49% <0.01 $73.64 $950,000 SEC
2016   Q3 13,650 0.02 Reduce 4.21% <0.01 $75.24 $1,027,000 SEC
2016   Q2 14,250 0.02 $80.42 $1,146,000 SEC
2016   Q1 14,250 0.02 Buy 0.02 $76.56 $1,091,000 SEC