RMR Wealth Builders’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
Q2 | $978K | Buy |
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|
2025
Q1 | $718K | Sell |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $599K | Hold |
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|
2024
Q2 | $554K | Hold |
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|
2024
Q1 | $596K | Hold |
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|
2023
Q4 | $524K | Hold |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $437K | Hold |
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|
2023
Q1 | $385K | Hold |
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|
2022
Q4 | $372K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $417K | Sell |
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|
2022
Q1 | $795K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.05M | Hold |
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|
2021
Q2 | $1.01M | Hold |
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|
2021
Q1 | $828K | Hold |
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|
2020
Q4 | $643K | Sell |
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|
2020
Q3 | $486K | Buy |
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|
2020
Q2 | $407K | Buy |
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|
2019
Q4 | $1.18M | Buy |
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