BWAM
DFS
Boyd Watterson Asset Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-173
| Closed | -$29.5K | – | 428 |
|
|
2025
Q1 | $29.5K | Hold |
173
| – | – | 0.01% | 225 |
|
|
2024
Q4 | $30K | Hold |
173
| – | – | 0.01% | 226 |
|
|
2024
Q3 | $24.3K | Hold |
173
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $22.6K | Hold |
173
| – | – | 0.01% | 247 |
|
|
2024
Q1 | $22.7K | Hold |
173
| – | – | 0.01% | 250 |
|
|
2023
Q4 | $19.4K | Hold |
173
| – | – | 0.01% | 267 |
|
|
2023
Q3 | $15K | Hold |
173
| – | – | 0.01% | 277 |
|
|
2023
Q2 | $20.2K | Hold |
173
| – | – | 0.01% | 260 |
|
|
2023
Q1 | $17.1K | Hold |
173
| – | – | 0.01% | 275 |
|
|
2022
Q4 | $16.9K | Buy |
+173
| New | +$16.9K | 0.01% | 276 |
|