BWP
DFS
Barlow Wealth Partners’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,940
| Closed | -$359K | – | 137 |
|
|
2025
Q1 | $359K | Hold |
1,940
| – | – | 0.05% | 92 |
|
|
2024
Q4 | $364K | Hold |
1,940
| – | – | 0.05% | 93 |
|
|
2024
Q3 | $279K | Hold |
1,940
| – | – | 0.04% | 123 |
|
|
2024
Q2 | $272K | Hold |
1,940
| – | – | 0.04% | 122 |
|
|
2024
Q1 | $235K | Hold |
1,940
| – | – | 0.03% | 138 |
|
|
2023
Q4 | $218K | Buy |
+1,940
| New | +$218K | 0.03% | 141 |
|