Williams Jones Wealth Management’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 | $867K | Buy |
4,074
+2,800
| +220% | +$596K | 0.01% | 270 |
|
|
2025
Q1 | $228K | Hold |
1,274
| – | – | ﹤0.01% | 445 |
|
|
2024
Q4 | $227K | Buy |
+1,274
| New | +$227K | ﹤0.01% | 449 |
|
|
2024
Q1 | – | Sell |
-2,670
| Closed | -$350K | – | 557 |
|
|
2023
Q4 | $350K | Hold |
2,670
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $259K | Buy |
+2,670
| New | +$259K | ﹤0.01% | 443 |
|