KWM
DFS
Kolinsky Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $826K | Buy |
4,768
+196
| +4% | +$34K | 0.5% | 29 |
|
|
2024
Q3 | $641K | Buy |
4,572
+574
| +14% | +$80.5K | 0.42% | 48 |
|
|
2024
Q2 | $523K | Buy |
3,998
+110
| +3% | +$14.4K | 0.37% | 56 |
|
|
2024
Q1 | $510K | Buy |
3,888
+114
| +3% | +$14.9K | 0.39% | 60 |
|
|
2023
Q4 | $424K | Sell |
3,774
-82
| -2% | -$9.22K | 0.37% | 66 |
|
|
2023
Q3 | $334K | Buy |
3,856
+11
| +0.3% | +$953 | 0.33% | 72 |
|
|
2023
Q2 | $453K | Buy |
3,845
+195
| +5% | +$23K | 0.43% | 59 |
|
|
2023
Q1 | $361K | Buy |
3,650
+61
| +2% | +$6.03K | 0.38% | 61 |
|
|
2022
Q4 | $351K | Sell |
3,589
-55
| -2% | -$5.38K | 0.4% | 61 |
|
|
2022
Q3 | $331K | Buy |
3,644
+35
| +1% | +$3.18K | 0.41% | 56 |
|
|
2022
Q2 | $341K | Sell |
3,609
-35
| -1% | -$3.31K | 0.4% | 54 |
|
|
2022
Q1 | $402K | Sell |
3,644
-231
| -6% | -$25.5K | 0.39% | 47 |
|
|
2021
Q4 | $448K | Buy |
+3,875
| New | +$448K | 0.41% | 44 |
|