Williams Jones Wealth Management’s Capital One COF Stock Holding History

Williams Jones Wealth Management’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 Q2	$867K	Buy
2025 Q1	$228K	Hold
2024 Q4	$227K	Buy
2024 Q1	–	Sell
2023 Q4	$350K	Hold
2023 Q3	$259K	Buy