HWA
DFS
HCR 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 |
-3,198
| Closed | -$546K | – | 239 |
|
|
2025
Q1 | $546K | Sell |
3,198
-62
| -2% | -$10.6K | 0.07% | 131 |
|
|
2024
Q4 | $565K | Buy |
3,260
+1
| +0% | +$173 | 0.07% | 129 |
|
|
2024
Q3 | $457K | Hold |
3,259
| – | – | 0.06% | 144 |
|
|
2024
Q2 | $426K | Buy |
3,259
+33
| +1% | +$4.32K | 0.06% | 139 |
|
|
2024
Q1 | $423K | Hold |
3,226
| – | – | 0.06% | 140 |
|
|
2023
Q4 | $363K | Buy |
3,226
+5
| +0.2% | +$562 | 0.06% | 142 |
|
|
2023
Q3 | $279K | Hold |
3,221
| – | – | 0.06% | 132 |
|
|
2023
Q2 | $376K | Hold |
3,221
| – | – | 0.07% | 127 |
|
|
2023
Q1 | $318K | Hold |
3,221
| – | – | 0.06% | 135 |
|
|
2022
Q4 | $315K | Hold |
3,221
| – | – | 0.07% | 135 |
|
|
2022
Q3 | $293K | Hold |
3,221
| – | – | 0.06% | 137 |
|
|
2022
Q2 | $305K | Hold |
3,221
| – | – | 0.06% | 138 |
|
|
2022
Q1 | $355K | Hold |
3,221
| – | – | 0.06% | 145 |
|
|
2021
Q4 | $372K | Hold |
3,221
| – | – | 0.06% | 154 |
|
|
2021
Q3 | $396K | Hold |
3,221
| – | – | 0.07% | 154 |
|
|
2021
Q2 | $381K | Hold |
3,221
| – | – | 0.07% | 148 |
|
|
2021
Q1 | $306K | Buy |
3,221
+7
| +0.2% | +$665 | 0.06% | 153 |
|
|
2020
Q4 | $291K | Buy |
+3,214
| New | +$291K | 0.06% | 150 |
|
|
2019
Q4 | – | Sell |
-3,164
| Closed | -$257K | – | 247 |
|
|
2019
Q3 | $257K | Sell |
3,164
-50
| -2% | -$4.06K | 0.09% | 131 |
|
|
2019
Q2 | $249K | Hold |
3,214
| – | – | 0.07% | 137 |
|
|
2019
Q1 | $229K | Buy |
+3,214
| New | +$229K | 0.07% | 154 |
|
|
2017
Q1 | – | Sell |
-3,307
| Closed | -$238K | – | 154 |
|
|
2016
Q4 | $238K | Buy |
+3,307
| New | +$238K | 0.13% | 124 |
|