Waldron Private Wealth’s Capital One COF Stock Holding History

Waldron Private Wealth’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$373K	Sell
2025 Q2	$375K	Buy
2025 Q1	–	Sell
2024 Q4	$433K	Buy
2023 Q1	–	Sell
2022 Q4	$649K	Hold
2022 Q3	$649K	Sell
2022 Q2	$769K	Sell
2022 Q1	$1.02M	Buy
2021 Q4	$993K	Buy