BWM
DFS
BerganKDV Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.44M | Buy |
46,594
+1,326
| +3% | +$155K | 0.54% | 44 |
|
|
2023
Q1 | $4.47M | Buy |
45,268
+2,801
| +7% | +$277K | 0.46% | 51 |
|
|
2022
Q4 | $4.15M | Buy |
42,467
+3,577
| +9% | +$350K | 0.45% | 53 |
|
|
2022
Q3 | $3.54M | Buy |
38,890
+2,747
| +8% | +$250K | 0.42% | 52 |
|
|
2022
Q2 | $3.42M | Buy |
36,143
+200
| +0.6% | +$18.9K | 0.39% | 56 |
|
|
2022
Q1 | $3.96M | Buy |
35,943
+2,313
| +7% | +$255K | 0.42% | 53 |
|
|
2021
Q4 | $3.89M | Sell |
33,630
-1,236
| -4% | -$143K | 0.41% | 51 |
|
|
2021
Q3 | $4.28M | Buy |
34,866
+7
| +0% | +$860 | 0.49% | 41 |
|
|
2021
Q2 | $4.12M | Buy |
34,859
+1,578
| +5% | +$187K | 0.49% | 40 |
|
|
2021
Q1 | $3.16M | Buy |
33,281
+2,007
| +6% | +$191K | 0.41% | 53 |
|
|
2020
Q4 | $2.83M | Buy |
31,274
+823
| +3% | +$74.5K | 0.4% | 53 |
|
|
2020
Q3 | $1.76M | Buy |
30,451
+3,094
| +11% | +$179K | 0.28% | 78 |
|
|
2020
Q2 | $1.37M | Buy |
27,357
+2,675
| +11% | +$134K | 0.23% | 86 |
|
|
2020
Q1 | $880K | Buy |
24,682
+5,508
| +29% | +$196K | 0.18% | 97 |
|
|
2019
Q4 | $1.63M | Buy |
19,174
+527
| +3% | +$44.7K | 0.29% | 81 |
|
|
2019
Q3 | $1.51M | Buy |
18,647
+2,718
| +17% | +$220K | 0.3% | 75 |
|
|
2019
Q2 | $1.24M | Buy |
15,929
+2,100
| +15% | +$163K | 0.24% | 80 |
|
|
2019
Q1 | $984K | Buy |
13,829
+1,390
| +11% | +$98.9K | 0.2% | 90 |
|
|
2018
Q4 | $734K | Buy |
12,439
+825
| +7% | +$48.7K | 0.17% | 97 |
|
|
2018
Q3 | $888K | Sell |
11,614
-1,340
| -10% | -$102K | 0.19% | 95 |
|
|
2018
Q2 | $912K | Buy |
12,954
+585
| +5% | +$41.2K | 0.2% | 88 |
|
|
2018
Q1 | $890K | Buy |
+12,369
| New | +$890K | 0.24% | 91 |
|