Capital One Financial shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Capital One Financial
Tip: Access up to 7 years of quarterly data
All positions including Capital One Financial held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Capital One Financial by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $470k | 2.2k | 212.56 |
| 2025-06-30 | $400k | 1.9k | 212.73 |
| 2025-03-31 | $292k | 1.6k | 179.35 |
| 2024-12-31 | $282k | 1.6k | 178.32 |
| 2024-09-30 | $252k | 1.7k | 149.76 |
| 2024-06-30 | $228k | 1.6k | 138.45 |
| 2024-03-31 | $234k | 1.6k | 148.89 |
| 2013-03-31 | $3.0k | 54 | 55.56 |