Evermay Wealth Management’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $45.7K | Hold |
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|
2024
Q4 | $46.4K | Hold |
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|
2024
Q3 | $37.6K | Hold |
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|
2024
Q2 | $35.1K | Hold |
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|
2024
Q1 | $35.1K | Sell |
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|
2023
Q4 | $30.5K | Sell |
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|
2023
Q3 | $68.7K | Sell |
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|
2023
Q2 | $126K | Hold |
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|
2023
Q1 | $106K | Hold |
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|
2022
Q4 | $105K | Hold |
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|
2022
Q3 | $98K | Hold |
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|
2022
Q2 | $102K | Hold |
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|
2022
Q1 | $118K | Hold |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $132K | Hold |
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|
2021
Q2 | $127K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $471K | Hold |
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|
2019
Q3 | $450K | Sell |
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|
2019
Q2 | $493K | Sell |
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|
2019
Q1 | $471K | Buy |
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|
2018
Q4 | $298K | Sell |
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|
2018
Q3 | $640K | Buy |
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|
2018
Q2 | $475K | Buy |
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|
2018
Q1 | $445K | Buy |
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|
2017
Q4 | $379K | Buy |
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