DWP
DFS
Daymark Wealth Partners’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,217
| Closed | -$208K | – | 565 |
|
|
2025
Q1 | $208K | Buy |
1,217
+47
| +4% | +$8.02K | 0.01% | 484 |
|
|
2024
Q4 | $203K | Buy |
+1,170
| New | +$203K | 0.01% | 481 |
|
|
2023
Q3 | – | Sell |
-1,756
| Closed | -$205K | – | 391 |
|
|
2023
Q2 | $205K | Buy |
+1,756
| New | +$205K | 0.02% | 355 |
|