CWP
DFS
CFM Wealth Partners’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,736
| Closed | -$227K | – | 145 |
|
|
2024
Q2 | $227K | Hold |
1,736
| – | – | 0.04% | 141 |
|
|
2024
Q1 | $228K | Sell |
1,736
-314
| -15% | -$41.2K | 0.05% | 144 |
|
|
2023
Q4 | $230K | Sell |
2,050
-600
| -23% | -$67.4K | 0.05% | 151 |
|
|
2023
Q3 | $230K | Hold |
2,650
| – | – | 0.06% | 133 |
|
|
2023
Q2 | $310K | Sell |
2,650
-246
| -8% | -$28.7K | 0.08% | 136 |
|
|
2023
Q1 | $286K | Hold |
2,896
| – | – | 0.08% | 133 |
|
|
2022
Q4 | $283K | Hold |
2,896
| – | – | 0.08% | 134 |
|
|
2022
Q3 | $263K | Hold |
2,896
| – | – | 0.08% | 131 |
|
|
2022
Q2 | $274K | Hold |
2,896
| – | – | 0.08% | 137 |
|
|
2022
Q1 | $319K | Hold |
2,896
| – | – | 0.08% | 146 |
|
|
2021
Q4 | $344K | Hold |
2,896
| – | – | 0.08% | 137 |
|
|
2021
Q3 | $355K | Hold |
2,896
| – | – | 0.09% | 129 |
|
|
2021
Q2 | $343K | Hold |
2,896
| – | – | 0.09% | 124 |
|
|
2021
Q1 | $275K | Hold |
2,896
| – | – | 0.08% | 135 |
|
|
2020
Q4 | $262K | Buy |
+2,896
| New | +$262K | 0.08% | 128 |
|
|
2020
Q3 | – | Sell |
-3,796
| Closed | -$190K | – | 237 |
|
|
2020
Q2 | $190K | Sell |
3,796
-1,840
| -33% | -$92.1K | 0.07% | 152 |
|
|
2020
Q1 | $201K | Sell |
5,636
-717
| -11% | -$25.6K | 0.09% | 127 |
|
|
2019
Q4 | $531K | Buy |
+6,353
| New | +$531K | 0.2% | 82 |
|