Kolinsky Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $826K | Buy |
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|
2024
Q3 | $641K | Buy |
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|
2024
Q2 | $523K | Buy |
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|
2024
Q1 | $510K | Buy |
|
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|
2023
Q4 | $424K | Sell |
|
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|
2023
Q3 | $334K | Buy |
|
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|
2023
Q2 | $453K | Buy |
|
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|
2023
Q1 | $361K | Buy |
|
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $448K | Buy |
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