Barrett Asset Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $19K | Buy |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $15K | Buy |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $6K | Hold |
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|
2015
Q4 | $6K | Hold |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $7K | Hold |
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|
2014
Q4 | $8K | Hold |
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|
2014
Q3 | $8K | Hold |
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|
2014
Q2 | $7K | Hold |
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|
2014
Q1 | $7K | Hold |
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|
2013
Q4 | $7K | Hold |
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|
2013
Q3 | $6K | Hold |
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|
2013
Q2 | $6K | Buy |
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