Schwarz Dygos Wheeler Investment Advisors’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 | $957K | Hold |
|
|||||
|
2025
Q2 | $958K | Buy |
|
|||||
|
2025
Q1 | $598K | Hold |
|
|||||
|
2024
Q4 | $595K | Hold |
|
|||||
|
2024
Q3 | $499K | Hold |
|
|||||
|
2024
Q2 | $462K | Hold |
|
|||||
|
2024
Q1 | $497K | Hold |
|
|||||
|
2023
Q4 | $437K | Hold |
|
|||||
|
2023
Q3 | $324K | Hold |
|
|||||
|
2023
Q2 | $365K | Hold |
|
|||||
|
2023
Q1 | $321K | Hold |
|
|||||
|
2022
Q4 | $310K | Hold |
|
|||||
|
2022
Q3 | $307K | Hold |
|
|||||
|
2022
Q2 | $348K | Hold |
|
|||||
|
2022
Q1 | $438K | Hold |
|
|||||
|
2021
Q4 | $484K | Hold |
|
|||||
|
2021
Q3 | $540K | Hold |
|
|||||
|
2021
Q2 | $516K | Hold |
|
|||||
|
2021
Q1 | $424K | Hold |
|
|||||
|
2020
Q4 | $330K | Buy |
|