AMM
DFS
American Money 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 |
-4,926
| Closed | -$841K | – | 149 |
|
|
2025
Q1 | $841K | Sell |
4,926
-184
| -4% | -$31.4K | 0.16% | 67 |
|
|
2024
Q4 | $885K | Hold |
5,110
| – | – | 0.17% | 68 |
|
|
2024
Q3 | $717K | Hold |
5,110
| – | – | 0.14% | 80 |
|
|
2024
Q2 | $668K | Sell |
5,110
-267
| -5% | -$34.9K | 0.14% | 82 |
|
|
2024
Q1 | $705K | Sell |
5,377
-70
| -1% | -$9.18K | 0.15% | 82 |
|
|
2023
Q4 | $612K | Hold |
5,447
| – | – | 0.14% | 85 |
|
|
2023
Q3 | $472K | Sell |
5,447
-170
| -3% | -$14.7K | 0.12% | 93 |
|
|
2023
Q2 | $656K | Sell |
5,617
-34
| -0.6% | -$3.97K | 0.16% | 82 |
|
|
2023
Q1 | $559K | Sell |
5,651
-39,429
| -87% | -$3.9M | 0.15% | 85 |
|
|
2022
Q4 | $4.41M | Sell |
45,080
-436
| -1% | -$42.7K | 1.26% | 32 |
|
|
2022
Q3 | $4.14M | Sell |
45,516
-298
| -0.7% | -$27.1K | 1.26% | 32 |
|
|
2022
Q2 | $4.33M | Sell |
45,814
-619
| -1% | -$58.5K | 1.26% | 32 |
|
|
2022
Q1 | $5.12M | Sell |
46,433
-1,040
| -2% | -$115K | 1.36% | 30 |
|
|
2021
Q4 | $5.49M | Buy |
47,473
+359
| +0.8% | +$41.5K | 1.42% | 24 |
|
|
2021
Q3 | $5.79M | Sell |
47,114
-691
| -1% | -$84.9K | 1.64% | 14 |
|
|
2021
Q2 | $5.66M | Sell |
47,805
-11,741
| -20% | -$1.39M | 1.91% | 16 |
|
|
2021
Q1 | $5.66M | Sell |
59,546
-12,500
| -17% | -$1.19M | 2.11% | 11 |
|
|
2020
Q4 | $6.52M | Sell |
72,046
-517
| -0.7% | -$46.8K | 2.55% | 8 |
|
|
2020
Q3 | $4.19M | Sell |
72,563
-2,390
| -3% | -$138K | 1.9% | 13 |
|
|
2020
Q2 | $3.75M | Buy |
+74,953
| New | +$3.75M | 1.75% | 24 |
|