EWM
DFS
Empirical 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 |
-2,180
| Closed | -$372K | – | 696 |
|
|
2025
Q1 | $372K | Sell |
2,180
-76
| -3% | -$13K | 0.01% | 461 |
|
|
2024
Q4 | $391K | Hold |
2,256
| – | – | 0.01% | 441 |
|
|
2024
Q3 | $316K | Buy |
2,256
+613
| +37% | +$86K | 0.01% | 452 |
|
|
2024
Q2 | $215K | Buy |
+1,643
| New | +$215K | 0.01% | 519 |
|