JP Morgan Private Wealth Advisors’s Discover Financial Services DFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.3M | Buy |
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|
2023
Q2 | $4.76M | Sell |
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|
2023
Q1 | $5.13M | Buy |
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|
2022
Q4 | $3.58M | Buy |
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|
2022
Q3 | $3.25M | Buy |
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|
2022
Q2 | $3.23M | Buy |
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|
2022
Q1 | $3.43M | Sell |
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|
2021
Q4 | $4.61M | Buy |
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|
2021
Q3 | $3.6M | Buy |
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|
2021
Q2 | $2.91M | Buy |
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|
2021
Q1 | $2.28M | Buy |
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|
2020
Q4 | $2.01M | Sell |
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|
2020
Q3 | $1.41M | Sell |
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|
2020
Q2 | $1.82M | Sell |
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|
2020
Q1 | $1.68M | Sell |
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|
2019
Q4 | $8.66M | Buy |
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|
2019
Q3 | $8.1M | Buy |
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|
2019
Q2 | $6.59M | Sell |
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|
2019
Q1 | $6.11M | Buy |
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|
2018
Q4 | $4.92M | Sell |
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|
2018
Q3 | $7.82M | Buy |
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|
2018
Q2 | $5.18M | Buy |
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|
2018
Q1 | $2.15M | Sell |
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|
2017
Q4 | $3.14M | Sell |
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|
2017
Q3 | $3.85M | Sell |
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|
2017
Q2 | $4.11M | Sell |
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|
2017
Q1 | $7.33M | Buy |
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|
2016
Q4 | $5.21M | Buy |
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|
2016
Q3 | $2M | Sell |
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|
2016
Q2 | $2.03M | Buy |
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|
2016
Q1 | $768K | Sell |
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|
2015
Q4 | $826K | Sell |
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|
2015
Q3 | $1.1M | Sell |
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|
2015
Q2 | $1.98M | Buy |
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|
2015
Q1 | $1.76M | Buy |
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|
2014
Q4 | $1.48M | Buy |
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|
2014
Q3 | $1.38M | Buy |
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|
2014
Q2 | $1.01M | Sell |
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|
2014
Q1 | $952K | Buy |
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|
2013
Q4 | $466K | Buy |
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|
2013
Q3 | $235K | Buy |
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