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	4,768 +196	+4%	+$32.2K	0.5%	29
2024 Q3	$641K	Buy	4,572 +574	+14%	+$77.2K	0.42%	48
2024 Q2	$523K	Buy	3,998 +110	+3%	+$13.7K	0.37%	56
2024 Q1	$510K	Buy	3,888 +114	+3%	+$13.1K	0.39%	60
2023 Q4	$424K	Sell	3,774 -82	-2%	-$7.58K	0.37%	66
2023 Q3	$334K	Buy	3,856 +11	+0.3%	+$1.09K	0.33%	72
2023 Q2	$453K	Buy	3,845 +195	+5%	+$20.4K	0.43%	59
2023 Q1	$361K	Buy	3,650 +61	+2%	+$6.53K	0.38%	61
2022 Q4	$351K	Sell	3,589 -55	-2%	-$5.54K	0.4%	61
2022 Q3	$331K	Buy	3,644 +35	+1%	+$3.54K	0.41%	56
2022 Q2	$341K	Sell	3,609 -35	-1%	-$3.75K	0.4%	54
2022 Q1	$402K	Sell	3,644 -231	-6%	-$27.1K	0.39%	47
2021 Q4	$448K	Buy	+3,875	New	+$458K	0.41%	44