Number of Shares
1,164.00
Current Holdings Value*
$208,710.00
% of Portfolio
0.09%
Total Estimate Gain
$895,596.25
% of Total Estimate Gain
69.44%

Annis Gardner Whiting Capital Advisors, LLC's Capital One Financial Corp Holding Summary

As of 2025-03-31, Annis Gardner Whiting Capital Advisors, LLC held 1,164.00 shares of Capital One Financial Corp(COF), totaling $208,710.00. This investment constitutes 0.09% of their stock portfolio, and Annis Gardner Whiting Capital Advisors, LLC now holds 0% of the outstanding Capital One Financial Corp(COF) stock.

The initial trade took place in 2023Q3. And since then Annis Gardner Whiting Capital Advisors, LLC has made 4 purchases of COF, at an average price of $113.32, for a total of 11,382.00 shares. In addition, there have been 2 sales at an average price of $188.87 for 10,218.00 shares. Based on historical transaction data and COF's current price of $219.46, Annis Gardner Whiting Capital Advisors, LLC's estimated gain on his COF holdings is $895,596.25, reflecting a 69.44% gain to date.

Annis Gardner Whiting Capital Advisors, LLC COF ($219.46) Holding Chart

Annis Gardner Whiting Capital Advisors, LLC COF ($219.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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