IWC
DFS

Integrated Wealth Concepts’s Discover Financial Services DFS Stock Holding History

Integrated Wealth Concepts’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$4.31M Sell
2024
Q4 		$4.6M Buy
2024
Q3 		$3.7M Sell
2024
Q2 		$3.61M Sell
2024
Q1 		$3.94M Sell
2023
Q4 		$3.4M Buy
2023
Q3 		$2.59M Buy
2023
Q2 		$2.73M Buy
2023
Q1 		$1.85M Buy