Premier Path Wealth Partners’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 | $1.43M | Buy |
6,703
+2,415
| +56% | +$514K | 0.2% | 119 |
|
|
2025
Q1 | $769K | Buy |
4,288
+300
| +8% | +$53.8K | 0.12% | 186 |
|
|
2024
Q4 | $711K | Buy |
3,988
+50
| +1% | +$8.92K | 0.11% | 188 |
|
|
2024
Q3 | $590K | Buy |
3,938
+305
| +8% | +$45.7K | 0.09% | 214 |
|
|
2024
Q2 | $503K | Buy |
3,633
+136
| +4% | +$18.8K | 0.09% | 223 |
|
|
2024
Q1 | $521K | Sell |
3,497
-68
| -2% | -$10.1K | 0.1% | 204 |
|
|
2023
Q4 | $447K | Buy |
+3,565
| New | +$447K | 0.1% | 203 |
|