HBW
DFS
Hazlett, Burt & Watson’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,302
| Closed | -$735K | – | 791 |
|
|
2025
Q1 | $735K | Hold |
4,302
| – | – | 0.33% | 72 |
|
|
2024
Q4 | $745K | Hold |
4,302
| – | – | 0.33% | 71 |
|
|
2024
Q3 | $603K | Hold |
4,302
| – | – | 0.28% | 76 |
|
|
2024
Q2 | $563K | Buy |
4,302
+3,921
| +1,029% | +$513K | 0.29% | 75 |
|
|
2024
Q1 | $50K | Hold |
381
| – | – | 0.03% | 326 |
|
|
2023
Q4 | $43K | Sell |
381
-38
| -9% | -$4.29K | 0.03% | 325 |
|
|
2023
Q3 | $37K | Sell |
419
-58
| -12% | -$5.12K | 0.03% | 338 |
|
|
2023
Q2 | $56K | Hold |
477
| – | – | 0.04% | 281 |
|
|
2023
Q1 | $48K | Hold |
477
| – | – | 0.04% | 285 |
|
|
2022
Q4 | $47K | Hold |
477
| – | – | 0.04% | 278 |
|
|
2022
Q3 | $43K | Hold |
477
| – | – | 0.04% | 275 |
|
|
2022
Q2 | $45K | Sell |
477
-38
| -7% | -$3.59K | 0.04% | 283 |
|
|
2022
Q1 | $57K | Buy |
+515
| New | +$57K | 0.05% | 269 |
|