CWM
DFS

Congress Wealth Management’s Discover Financial Services DFS Stock Holding History

Congress Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,768
Closed -$643K – 1187
2025
Q1 		$643K Buy
+3,768
New +$643K 0.01% 746