Capital One Financial shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $511k | 3.4k | 148.89 |
| 2023-12-31 | $450k | 3.4k | 131.12 |
| 2023-09-30 | $333k | 3.4k | 97.05 |
| 2023-06-30 | $394k | 3.6k | 109.37 |
| 2023-03-31 | $355k | 3.7k | 96.16 |
| 2022-12-31 | $350k | 3.8k | 92.96 |
| 2022-09-30 | $341k | 3.7k | 92.06 |
| 2022-06-30 | $386k | 3.7k | 104.21 |
| 2022-03-31 | $486k | 3.7k | 131.21 |
| 2021-12-31 | $535k | 3.7k | 145.03 |
| 2021-09-30 | $593k | 3.7k | 162.07 |
| 2021-06-30 | $568k | 3.7k | 154.81 |
| 2021-03-31 | $467k | 3.7k | 127.28 |
| 2020-12-31 | $363k | 3.7k | 98.94 |
| 2020-09-30 | $322k | 4.5k | 71.97 |
| 2020-06-30 | $300k | 4.8k | 62.58 |
| 2020-03-31 | $1.1M | 22k | 50.44 |
| 2019-12-31 | $2.3M | 22k | 102.90 |
| 2019-09-30 | $1.6M | 17k | 90.99 |
| 2019-06-30 | $1.6M | 17k | 90.73 |
| 2019-03-31 | $1.4M | 17k | 81.67 |
| 2018-12-31 | $1.0M | 14k | 75.59 |
| 2018-09-30 | $1.4M | 15k | 94.92 |
| 2018-06-30 | $1.4M | 15k | 91.90 |
| 2018-03-31 | $1.4M | 14k | 95.84 |
| 2017-12-31 | $1.4M | 14k | 99.55 |
| 2017-09-30 | $1.2M | 14k | 84.67 |
| 2017-06-30 | $1.1M | 14k | 82.63 |
| 2017-03-31 | $1.2M | 14k | 86.66 |
| 2016-12-31 | $1.2M | 14k | 87.27 |
More positions owned by Concentric Wealth Management
View all positions for Concentric Wealth Management