IWM
DFS
Integris Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,681
| Closed | -$799K | – | 117 |
|
|
2025
Q1 | $799K | Hold |
4,681
| – | – | 0.23% | 35 |
|
|
2024
Q4 | $811K | Hold |
4,681
| – | – | 0.23% | 36 |
|
|
2024
Q3 | $657K | Hold |
4,681
| – | – | 0.18% | 39 |
|
|
2024
Q2 | $612K | Hold |
4,681
| – | – | 0.18% | 40 |
|
|
2024
Q1 | $614K | Hold |
4,681
| – | – | 0.17% | 43 |
|
|
2023
Q4 | $526K | Hold |
4,681
| – | – | 0.16% | 46 |
|
|
2023
Q3 | $406K | Hold |
4,681
| – | – | 0.13% | 53 |
|
|
2023
Q2 | $547K | Hold |
4,681
| – | – | 0.19% | 41 |
|
|
2023
Q1 | $463K | Hold |
4,681
| – | – | 0.17% | 44 |
|
|
2022
Q4 | $458K | Buy |
+4,681
| New | +$458K | 0.18% | 44 |
|