DWM
DFS
Doyle Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $14.1M | Sell |
155,333
-817
| -0.5% | -$74.3K | 1.21% | 32 |
|
|
2022
Q2 | $14.8M | Sell |
156,150
-181
| -0.1% | -$17.1K | 1.19% | 32 |
|
|
2022
Q1 | $17.2M | Buy |
156,331
+149
| +0.1% | +$16.4K | 1.24% | 31 |
|
|
2021
Q4 | $18M | Sell |
156,182
-360
| -0.2% | -$41.6K | 1.3% | 29 |
|
|
2021
Q3 | $19.2M | Sell |
156,542
-369
| -0.2% | -$45.3K | 1.53% | 20 |
|
|
2021
Q2 | $18.6M | Buy |
156,911
+322
| +0.2% | +$38.1K | 1.54% | 21 |
|
|
2021
Q1 | $14.9M | Sell |
156,589
-719
| -0.5% | -$68.3K | 1.42% | 24 |
|
|
2020
Q4 | $14.2M | Buy |
157,308
+2,257
| +1% | +$204K | 1.45% | 26 |
|
|
2020
Q3 | $8.96M | Buy |
155,051
+5,590
| +4% | +$323K | 1.04% | 36 |
|
|
2020
Q2 | $7.49M | Buy |
+149,461
| New | +$7.49M | 0.99% | 40 |
|
|
2019
Q3 | – | Sell |
-446
| Closed | -$35K | – | 322 |
|
|
2019
Q2 | $35K | Buy |
+446
| New | +$35K | ﹤0.01% | 427 |
|
|
2019
Q1 | – | Sell |
-983
| Closed | -$58K | – | 310 |
|
|
2018
Q4 | $58K | Buy |
+983
| New | +$58K | 0.01% | 328 |
|