EWM
DFS
Evermay 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 |
-268
| Closed | -$45.7K | – | 581 |
|
|
2025
Q1 | $45.7K | Hold |
268
| – | – | 0.01% | 330 |
|
|
2024
Q4 | $46.4K | Hold |
268
| – | – | 0.01% | 328 |
|
|
2024
Q3 | $37.6K | Hold |
268
| – | – | 0.01% | 355 |
|
|
2024
Q2 | $35.1K | Hold |
268
| – | – | 0.01% | 372 |
|
|
2024
Q1 | $35.1K | Sell |
268
-3
| -1% | -$393 | 0.01% | 379 |
|
|
2023
Q4 | $30.5K | Sell |
271
-522
| -66% | -$58.7K | 0.01% | 364 |
|
|
2023
Q3 | $68.7K | Sell |
793
-282
| -26% | -$24.4K | 0.01% | 271 |
|
|
2023
Q2 | $126K | Hold |
1,075
| – | – | 0.02% | 222 |
|
|
2023
Q1 | $106K | Hold |
1,075
| – | – | 0.02% | 233 |
|
|
2022
Q4 | $105K | Hold |
1,075
| – | – | 0.02% | 221 |
|
|
2022
Q3 | $98K | Hold |
1,075
| – | – | 0.02% | 217 |
|
|
2022
Q2 | $102K | Hold |
1,075
| – | – | 0.02% | 217 |
|
|
2022
Q1 | $118K | Hold |
1,075
| – | – | 0.02% | 240 |
|
|
2021
Q4 | $124K | Hold |
1,075
| – | – | 0.02% | 209 |
|
|
2021
Q3 | $132K | Hold |
1,075
| – | – | 0.03% | 196 |
|
|
2021
Q2 | $127K | Buy |
+1,075
| New | +$127K | 0.02% | 206 |
|
|
2020
Q1 | – | Sell |
-5,549
| Closed | -$471K | – | 140 |
|
|
2019
Q4 | $471K | Hold |
5,549
| – | – | 0.12% | 93 |
|
|
2019
Q3 | $450K | Sell |
5,549
-810
| -13% | -$65.7K | 0.12% | 84 |
|
|
2019
Q2 | $493K | Sell |
6,359
-266
| -4% | -$20.6K | 0.14% | 74 |
|
|
2019
Q1 | $471K | Buy |
6,625
+1,580
| +31% | +$112K | 0.13% | 79 |
|
|
2018
Q4 | $298K | Sell |
5,045
-3,325
| -40% | -$196K | 0.1% | 103 |
|
|
2018
Q3 | $640K | Buy |
8,370
+1,620
| +24% | +$124K | 0.2% | 55 |
|
|
2018
Q2 | $475K | Buy |
6,750
+570
| +9% | +$40.1K | 0.16% | 75 |
|
|
2018
Q1 | $445K | Buy |
6,180
+1,255
| +25% | +$90.4K | 0.15% | 76 |
|
|
2017
Q4 | $379K | Buy |
+4,925
| New | +$379K | 0.14% | 82 |
|