AWM
DFS

Aprio Wealth Management’s Discover Financial Services DFS Stock Holding History

Aprio Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,301
Closed -$222K – 417
2025
Q1 		$222K Buy
1,301
+1
+0.1% +$171 0.03% 334
2024
Q4 		$225K Buy
+1,300
New +$225K 0.03% 281