Bartlett & Co Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $313K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $252K | Hold |
|
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|
2023
Q4 | $217K | Hold |
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|
2023
Q3 | $167K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $190K | Hold |
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|
2022
Q4 | $188K | Hold |
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|
2022
Q3 | $175K | Hold |
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|
2022
Q2 | $182K | Hold |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $223K | Buy |
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|
2021
Q3 | $73.7K | Sell |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $61.8K | Sell |
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|
2020
Q4 | $73.4K | Buy |
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|
2020
Q3 | $43.1K | Hold |
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|
2020
Q2 | $37.4K | Hold |
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|
2020
Q1 | $26.6K | Sell |
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|
2019
Q4 | $156K | Hold |
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|
2019
Q3 | $149K | Buy |
|