BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.44M | Buy |
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|
2023
Q1 | $4.47M | Buy |
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|
2022
Q4 | $4.15M | Buy |
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|
2022
Q3 | $3.54M | Buy |
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|
2022
Q2 | $3.42M | Buy |
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|
2022
Q1 | $3.96M | Buy |
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|
2021
Q4 | $3.89M | Sell |
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|
2021
Q3 | $4.28M | Buy |
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|
2021
Q2 | $4.12M | Buy |
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|
2021
Q1 | $3.16M | Buy |
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|
2020
Q4 | $2.83M | Buy |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $1.37M | Buy |
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|
2020
Q1 | $880K | Buy |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.51M | Buy |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $984K | Buy |
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|
2018
Q4 | $734K | Buy |
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|
2018
Q3 | $888K | Sell |
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|
2018
Q2 | $912K | Buy |
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|
2018
Q1 | $890K | Buy |
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