Cherry Tree 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 | $1.6K | Hold |
8
| – | – | ﹤0.01% | 540 |
|
|
2025
Q1 | $1.35K | Hold |
8
| – | – | ﹤0.01% | 664 |
|
|
2024
Q4 | $1.34K | Hold |
8
| – | – | ﹤0.01% | 562 |
|
|
2024
Q3 | $1.12K | Hold |
8
| – | – | ﹤0.01% | 562 |
|
|
2024
Q2 | $1.04K | Hold |
8
| – | – | ﹤0.01% | 543 |
|
|
2024
Q1 | $1.12K | Hold |
8
| – | – | ﹤0.01% | 542 |
|
|
2023
Q4 | $984 | Hold |
8
| – | – | ﹤0.01% | 541 |
|
|
2023
Q3 | $728 | Hold |
8
| – | – | ﹤0.01% | 547 |
|
|
2023
Q2 | $821 | Buy |
+8
| New | +$821 | ﹤0.01% | 546 |
|