EBWM
DFS
Eagle Bluffs 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 |
-13,184
| Closed | -$2.25M | – | 75 |
|
|
2025
Q1 | $2.25M | Buy |
13,184
+152
| +1% | +$25.9K | 1.19% | 29 |
|
|
2024
Q4 | $2.26M | Sell |
13,032
-1,469
| -10% | -$254K | 1.21% | 25 |
|
|
2024
Q3 | $2.03M | Buy |
14,501
+67
| +0.5% | +$9.4K | 1.1% | 28 |
|
|
2024
Q2 | $1.89M | Buy |
14,434
+52
| +0.4% | +$6.8K | 1.1% | 27 |
|
|
2024
Q1 | $1.89M | Buy |
14,382
+108
| +0.8% | +$14.2K | 1.17% | 28 |
|
|
2023
Q4 | $1.6M | Buy |
14,274
+286
| +2% | +$32.1K | 1.09% | 28 |
|
|
2023
Q3 | $1.21M | Buy |
13,988
+1,641
| +13% | +$142K | 0.93% | 33 |
|
|
2023
Q2 | $1.44M | Buy |
12,347
+362
| +3% | +$42.3K | 1.11% | 29 |
|
|
2023
Q1 | $1.18M | Buy |
11,985
+2,248
| +23% | +$222K | 0.97% | 33 |
|
|
2022
Q4 | $953K | Buy |
9,737
+58
| +0.6% | +$5.67K | 1% | 33 |
|
|
2022
Q3 | $880K | Buy |
9,679
+666
| +7% | +$60.6K | 1.02% | 33 |
|
|
2022
Q2 | $852K | Buy |
9,013
+2,159
| +31% | +$204K | 0.92% | 33 |
|
|
2022
Q1 | $755K | Buy |
6,854
+972
| +17% | +$107K | 0.73% | 37 |
|
|
2021
Q4 | $680K | Buy |
+5,882
| New | +$680K | 0.71% | 37 |
|