AWM
DFS
Aviso 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 |
-1,920
| Closed | -$328K | – | 146 |
|
|
2025
Q1 | $328K | Hold |
1,920
| – | – | 0.17% | 110 |
|
|
2024
Q4 | $333K | Hold |
1,920
| – | – | 0.17% | 107 |
|
|
2024
Q3 | $269K | Sell |
1,920
-55
| -3% | -$7.72K | 0.15% | 124 |
|
|
2024
Q2 | $258K | Hold |
1,975
| – | – | 0.15% | 123 |
|
|
2024
Q1 | $259K | Sell |
1,975
-450
| -19% | -$59K | 0.16% | 124 |
|
|
2023
Q4 | $273K | Buy |
+2,425
| New | +$273K | 0.2% | 114 |
|