HPIA
Hamilton Point Investment Advisors’s Capital One COF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $314K | Hold |
1,478
| – | – | 0.05% | 110 |
|
2025
Q1 | $265K | Hold |
1,478
| – | – | 0.05% | 111 |
|
2024
Q4 | $264K | Hold |
1,478
| – | – | 0.05% | 110 |
|
2024
Q3 | $221K | Hold |
1,478
| – | – | 0.04% | 113 |
|
2024
Q2 | $205K | Hold |
1,478
| – | – | 0.04% | 112 |
|
2024
Q1 | $220K | Buy |
+1,478
| New | +$220K | 0.04% | 111 |
|
2022
Q1 | – | Sell |
-1,778
| Closed | -$258K | – | 77 |
|
2021
Q4 | $258K | Buy |
1,778
+428
| +32% | +$62.1K | 0.06% | 77 |
|
2021
Q3 | $219K | Hold |
1,350
| – | – | 0.06% | 79 |
|
2021
Q2 | $209K | Buy |
+1,350
| New | +$209K | 0.06% | 77 |
|