4WM
DFS
44 Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,722
| Closed | -$294K | – | 193 |
|
|
2025
Q1 | $294K | Buy |
1,722
+76
| +5% | +$13K | 0.11% | 166 |
|
|
2024
Q4 | $285K | Sell |
1,646
-110
| -6% | -$19.1K | 0.11% | 169 |
|
|
2024
Q3 | $255K | Buy |
+1,756
| New | +$255K | 0.09% | 182 |
|
|
2022
Q1 | – | Sell |
-1,940
| Closed | -$224K | – | 172 |
|
|
2021
Q4 | $224K | Sell |
1,940
-10
| -0.5% | -$1.16K | 0.08% | 171 |
|
|
2021
Q3 | $240K | Sell |
1,950
-84
| -4% | -$10.3K | 0.09% | 150 |
|
|
2021
Q2 | $241K | Buy |
+2,034
| New | +$241K | 0.09% | 155 |
|