BWP
DFS

Baldwin Wealth Partners’s Discover Financial Services DFS Stock Holding History

Baldwin Wealth Partners’s Portfolio DFS Stock Details DFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,237
Closed -$214K – 233
2024
Q4 		$214K Sell
1,237
-1,901
-61% -$329K 0.01% 223
2024
Q3 		$440K Buy
+3,138
New +$440K 0.03% 212