IWA
DFS
Icon 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 |
-3,703
| Closed | -$632K | – | 520 |
|
|
2025
Q1 | $632K | Buy |
3,703
+562
| +18% | +$95.9K | 0.05% | 190 |
|
|
2024
Q4 | $544K | Buy |
3,141
+304
| +11% | +$52.7K | 0.04% | 202 |
|
|
2024
Q3 | $398K | Buy |
2,837
+219
| +8% | +$30.7K | 0.03% | 243 |
|
|
2024
Q2 | $377K | Buy |
2,618
+856
| +49% | +$123K | 0.03% | 246 |
|
|
2024
Q1 | $231K | Buy |
1,762
+387
| +28% | +$50.7K | 0.02% | 321 |
|
|
2023
Q4 | $155K | Buy |
+1,375
| New | +$155K | 0.02% | 349 |
|