HWA
DFS
HHM 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 |
-1,407
| Closed | -$240K | – | 879 |
|
|
2025
Q1 | $240K | Hold |
1,407
| – | – | 0.03% | 168 |
|
|
2024
Q4 | $244K | Buy |
1,407
+7
| +0.5% | +$1.21K | 0.03% | 166 |
|
|
2024
Q3 | $196K | Buy |
1,400
+150
| +12% | +$21K | 0.03% | 169 |
|
|
2024
Q2 | $164K | Buy |
+1,250
| New | +$164K | 0.02% | 196 |
|
|
2023
Q4 | – | Sell |
-13
| Closed | -$1.13K | – | 752 |
|
|
2023
Q3 | $1.13K | Sell |
13
-69
| -84% | -$5.98K | ﹤0.01% | 735 |
|
|
2023
Q2 | $9.58K | Buy |
+82
| New | +$9.58K | ﹤0.01% | 539 |
|