Axxcess 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 |
-2,592
| Closed | -$442K | – | 890 |
|
|
2025
Q1 | $442K | Sell |
2,592
-74
| -3% | -$12.6K | 0.01% | 590 |
|
|
2024
Q4 | $462K | Sell |
2,666
-28
| -1% | -$4.85K | 0.01% | 560 |
|
|
2024
Q3 | $378K | Sell |
2,694
-58
| -2% | -$8.14K | 0.01% | 626 |
|
|
2024
Q2 | $360K | Sell |
2,752
-5,041
| -65% | -$659K | 0.01% | 600 |
|
|
2024
Q1 | $1.02M | Buy |
7,793
+4,478
| +135% | +$587K | 0.03% | 365 |
|
|
2023
Q4 | $373K | Sell |
3,315
-190
| -5% | -$21.4K | 0.01% | 583 |
|
|
2023
Q3 | $304K | Buy |
3,505
+1,772
| +102% | +$154K | 0.01% | 597 |
|
|
2023
Q2 | $203K | Sell |
1,733
-5,148
| -75% | -$602K | 0.01% | 550 |
|
|
2023
Q1 | $680K | Sell |
6,881
-5,162
| -43% | -$510K | 0.05% | 301 |
|
|
2022
Q4 | $1.18M | Buy |
+12,043
| New | +$1.18M | 0.1% | 199 |
|
|
2022
Q1 | – | Sell |
-1,737
| Closed | -$201K | – | 643 |
|
|
2021
Q4 | $201K | Buy |
+1,737
| New | +$201K | 0.01% | 583 |
|