Baker Tilly Wealth Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1M | Buy |
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|
2025
Q2 | $733K | Sell |
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|
2025
Q1 | $881K | Buy |
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|
2024
Q4 | $860K | Buy |
|
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|
2024
Q3 | $647K | Buy |
|
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|
2024
Q2 | $420K | Sell |
|
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|
2024
Q1 | $581K | Buy |
|
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|
2023
Q4 | $509K | Sell |
|
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|
2023
Q3 | $487K | Sell |
|
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|
2023
Q2 | $1.74M | Buy |
|
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|
2023
Q1 | $1.12M | Buy |
|
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|
2022
Q4 | $623K | Buy |
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $682K | Buy |
|
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|
2022
Q1 | $855K | Buy |
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|
2021
Q4 | $935K | Buy |
|
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $996K | Sell |
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|
2021
Q1 | $837K | Buy |
|