CWM
DFS
Compass Wealth 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 |
-125
| Closed | -$21.3K | – | 208 |
|
|
2025
Q1 | $21.3K | Hold |
125
| – | – | 0.01% | 320 |
|
|
2024
Q4 | $21.7K | Hold |
125
| – | – | 0.01% | 315 |
|
|
2024
Q3 | $17.5K | Hold |
125
| – | – | ﹤0.01% | 332 |
|
|
2024
Q2 | $16.4K | Hold |
125
| – | – | ﹤0.01% | 339 |
|
|
2024
Q1 | $16.4K | Hold |
125
| – | – | ﹤0.01% | 333 |
|
|
2023
Q4 | $14.1K | Hold |
125
| – | – | ﹤0.01% | 330 |
|
|
2023
Q3 | $10.8K | Sell |
125
-100
| -44% | -$8.66K | ﹤0.01% | 342 |
|
|
2023
Q2 | $26.3K | Sell |
225
-125
| -36% | -$14.6K | 0.01% | 304 |
|
|
2023
Q1 | $34.6K | Hold |
350
| – | – | 0.01% | 275 |
|
|
2022
Q4 | $34.2K | Buy |
+350
| New | +$34.2K | 0.01% | 270 |
|