AP
DFS
Appleton Partners’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,064
| Closed | -$2.91M | – | 253 |
|
|
2025
Q1 | $2.91M | Sell |
17,064
-50
| -0.3% | -$8.54K | 0.23% | 93 |
|
|
2024
Q4 | $2.97M | Hold |
17,114
| – | – | 0.22% | 93 |
|
|
2024
Q3 | $2.4M | Sell |
17,114
-2,795
| -14% | -$392K | 0.18% | 101 |
|
|
2024
Q2 | $2.6M | Hold |
19,909
| – | – | 0.2% | 99 |
|
|
2024
Q1 | $2.61M | Sell |
19,909
-325
| -2% | -$42.6K | 0.2% | 100 |
|
|
2023
Q4 | $2.27M | Hold |
20,234
| – | – | 0.18% | 103 |
|
|
2023
Q3 | $1.75M | Hold |
20,234
| – | – | 0.16% | 111 |
|
|
2023
Q2 | $2.36M | Sell |
20,234
-14
| -0.1% | -$1.64K | 0.2% | 100 |
|
|
2023
Q1 | $2M | Buy |
+20,248
| New | +$2M | 0.18% | 111 |
|