Evermay 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 | $211K | Hold |
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|
2025
Q2 | $211K | Buy |
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|
2025
Q1 | $129K | Hold |
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|
2024
Q4 | $128K | Sell |
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|
2024
Q3 | $132K | Sell |
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|
2024
Q2 | $144K | Hold |
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|
2024
Q1 | $155K | Sell |
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|
2023
Q4 | $150K | Buy |
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|
2023
Q3 | $111K | Sell |
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|
2023
Q2 | $130K | Hold |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $111K | Hold |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $118K | Buy |
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|
2022
Q1 | $144K | Buy |
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|
2021
Q4 | $149K | Buy |
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|
2021
Q3 | $151K | Buy |
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|
2021
Q2 | $136K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $230K | Sell |
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|
2019
Q4 | $658K | Buy |
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|
2019
Q3 | $541K | Sell |
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|
2019
Q2 | $585K | Sell |
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|
2019
Q1 | $531K | Sell |
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|
2018
Q4 | $544K | Buy |
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|
2018
Q3 | $655K | Sell |
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|
2018
Q2 | $712K | Sell |
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|
2018
Q1 | $787K | Buy |
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|
2017
Q4 | $547K | Buy |
|