AWM
DFS

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

Aviso Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$328K Hold
2024
Q4 		$333K Hold
2024
Q3 		$269K Sell
2024
Q2 		$258K Hold
2024
Q1 		$259K Sell
2023
Q4 		$273K Buy