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

Aviso Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity

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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