FMWA
DFS
Forvis Mazars Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,171
| Closed | -$203K | – | 395 |
|
|
2024
Q4 | $203K | Buy |
+1,171
| New | +$203K | ﹤0.01% | 414 |
|
|
2023
Q4 | – | Sell |
-3,113
| Closed | -$270K | – | 389 |
|
|
2023
Q3 | $270K | Sell |
3,113
-16
| -0.5% | -$1.39K | 0.01% | 342 |
|
|
2023
Q2 | $366K | Buy |
3,129
+629
| +25% | +$73.5K | 0.01% | 331 |
|
|
2023
Q1 | $247K | Sell |
2,500
-230
| -8% | -$22.7K | 0.01% | 365 |
|
|
2022
Q4 | $267K | Buy |
2,730
+230
| +9% | +$22.5K | 0.01% | 346 |
|
|
2022
Q3 | $227K | Hold |
2,500
| – | – | 0.01% | 358 |
|
|
2022
Q2 | $236K | Buy |
+2,500
| New | +$236K | 0.01% | 350 |
|
|
2021
Q1 | – | Sell |
-5,177
| Closed | -$469K | – | 298 |
|
|
2020
Q4 | $469K | Buy |
+5,177
| New | +$469K | 0.02% | 236 |
|
|
2017
Q2 | – | Sell |
-5,002
| Closed | -$342K | – | 224 |
|
|
2017
Q1 | $342K | Buy |
5,002
+397
| +9% | +$27.1K | 0.04% | 162 |
|
|
2016
Q4 | $332K | Buy |
4,605
+68
| +1% | +$4.9K | 0.04% | 146 |
|
|
2016
Q3 | $257K | Buy |
+4,537
| New | +$257K | 0.04% | 165 |
|