Beaird Harris 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 | $1.2K | Hold |
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|
2024
Q4 | $1.21K | Hold |
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|
2024
Q3 | $983 | Hold |
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|
2024
Q2 | $916 | Hold |
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|
2024
Q1 | $918 | Hold |
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|
2023
Q4 | $787 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $783 | Sell |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $12K | Buy |
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