Bernard Wealth Management’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
1,600
+1,300
+433% +$277K 0.16% 47
2025
Q1
$53.8K Buy
+300
New +$53.8K 0.03% 114