AWA
DFS
Aaron Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,903
| Closed | -$496K | – | 497 |
|
|
2025
Q1 | $496K | Buy |
2,903
+173
| +6% | +$29.5K | 0.06% | 220 |
|
|
2024
Q4 | $473K | Buy |
2,730
+182
| +7% | +$31.5K | 0.05% | 214 |
|
|
2024
Q3 | $357K | Buy |
2,548
+913
| +56% | +$128K | 0.04% | 257 |
|
|
2024
Q2 | $214K | Buy |
1,635
+66
| +4% | +$8.63K | 0.03% | 304 |
|
|
2024
Q1 | $206K | Buy |
+1,569
| New | +$206K | 0.03% | 293 |
|
|
2022
Q2 | – | Sell |
-56,527
| Closed | -$513K | – | 356 |
|
|
2022
Q1 | $513K | Buy |
+56,527
| New | +$513K | 0.01% | 503 |
|