GWA
DFS

Gratus Wealth Advisors’s Discover Financial Services DFS Stock Holding History

Gratus Wealth Advisors’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$949K Sell
2024
Q4 		$998K Hold
2024
Q3 		$830K Hold
2024
Q2 		$816K Sell
2024
Q1 		$745K Sell
2023
Q4 		$696K Buy