JWCA
DFS
J.W. Coons 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 |
-1,938
| Closed | -$331K | – | 243 |
|
|
2025
Q1 | $331K | Buy |
1,938
+340
| +21% | +$58K | 0.09% | 183 |
|
|
2024
Q4 | $277K | Hold |
1,598
| – | – | 0.07% | 200 |
|
|
2024
Q3 | $224K | Hold |
1,598
| – | – | 0.06% | 221 |
|
|
2024
Q2 | $209K | Hold |
1,598
| – | – | 0.05% | 225 |
|
|
2024
Q1 | $210K | Buy |
+1,598
| New | +$210K | 0.05% | 233 |
|
|
2022
Q2 | – | Sell |
-2,071
| Closed | -$228K | – | 247 |
|
|
2022
Q1 | $228K | Hold |
2,071
| – | – | 0.07% | 239 |
|
|
2021
Q4 | $239K | Sell |
2,071
-25
| -1% | -$2.89K | 0.07% | 222 |
|
|
2021
Q3 | $258K | Sell |
2,096
-235
| -10% | -$28.9K | 0.09% | 201 |
|
|
2021
Q2 | $277K | Sell |
2,331
-880
| -27% | -$105K | 0.1% | 182 |
|
|
2021
Q1 | $304K | Sell |
3,211
-835
| -21% | -$79.1K | 0.11% | 171 |
|
|
2020
Q4 | $368K | Sell |
4,046
-2,640
| -39% | -$240K | 0.14% | 147 |
|
|
2020
Q3 | $389K | Buy |
6,686
+2,055
| +44% | +$120K | 0.16% | 137 |
|
|
2020
Q2 | $232K | Buy |
+4,631
| New | +$232K | 0.1% | 170 |
|