AWM
DFS
Atticus 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 |
-259
| Closed | -$44.2K | – | 682 |
|
|
2025
Q1 | $44.2K | Buy |
259
+1
| +0.4% | +$171 | 0.01% | 239 |
|
|
2024
Q4 | $44.6K | Buy |
258
+1
| +0.4% | +$173 | 0.01% | 254 |
|
|
2024
Q3 | $36K | Buy |
+257
| New | +$36K | 0.01% | 274 |
|
|
2022
Q4 | – | Sell |
-66
| Closed | -$6K | – | 564 |
|
|
2022
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 418 |
|
|
2022
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 449 |
|
|
2022
Q1 | $7K | Buy |
+66
| New | +$7K | ﹤0.01% | 436 |
|
|
2020
Q1 | – | Sell |
-12
| Closed | -$1K | – | 341 |
|
|
2019
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 313 |
|