GWA
DFS
Gratus Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,557
| Closed | -$949K | – | 135 |
|
|
2025
Q1 | $949K | Sell |
5,557
-202
| -4% | -$34.5K | 0.16% | 58 |
|
|
2024
Q4 | $998K | Hold |
5,759
| – | – | 0.16% | 57 |
|
|
2024
Q3 | $830K | Hold |
5,759
| – | – | 0.14% | 76 |
|
|
2024
Q2 | $816K | Sell |
5,759
-239
| -4% | -$33.9K | 0.14% | 71 |
|
|
2024
Q1 | $745K | Sell |
5,998
-196
| -3% | -$24.4K | 0.14% | 72 |
|
|
2023
Q4 | $696K | Buy |
+6,194
| New | +$696K | 0.14% | 68 |
|