MWM
DFS
Mascoma Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-54
| Closed | -$9.22K | – | 473 |
|
|
2025
Q1 | $9.22K | Hold |
54
| – | – | ﹤0.01% | 340 |
|
|
2024
Q4 | $9.35K | Hold |
54
| – | – | ﹤0.01% | 356 |
|
|
2024
Q3 | $7.58K | Hold |
54
| – | – | ﹤0.01% | 348 |
|
|
2024
Q2 | $7.06K | Hold |
54
| – | – | ﹤0.01% | 374 |
|
|
2024
Q1 | $7.08K | Hold |
54
| – | – | ﹤0.01% | 351 |
|
|
2023
Q4 | $6.07K | Hold |
54
| – | – | ﹤0.01% | 370 |
|
|
2023
Q3 | $4.68K | Hold |
54
| – | – | ﹤0.01% | 400 |
|
|
2023
Q2 | $5.65K | Hold |
54
| – | – | ﹤0.01% | 379 |
|
|
2023
Q1 | $5.59K | Hold |
54
| – | – | ﹤0.01% | 468 |
|
|
2022
Q4 | $5.28K | Hold |
54
| – | – | ﹤0.01% | 483 |
|
|
2022
Q3 | $5K | Hold |
54
| – | – | ﹤0.01% | 471 |
|
|
2022
Q2 | $5K | Hold |
54
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $6K | Hold |
54
| – | – | ﹤0.01% | 486 |
|
|
2021
Q4 | $6K | Hold |
54
| – | – | ﹤0.01% | 436 |
|
|
2021
Q3 | $7K | Buy |
+54
| New | +$7K | ﹤0.01% | 360 |
|
|
2021
Q2 | – | Sell |
-54
| Closed | -$5K | – | 186 |
|
|
2021
Q1 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 378 |
|
|
2019
Q3 | – | Sell |
-54
| Closed | -$4K | – | 142 |
|
|
2019
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 304 |
|
|
2019
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 311 |
|
|
2018
Q4 | $3K | Hold |
54
| – | – | ﹤0.01% | 319 |
|
|
2018
Q3 | $4K | Hold |
54
| – | – | ﹤0.01% | 335 |
|
|
2018
Q2 | $4K | Hold |
54
| – | – | ﹤0.01% | 325 |
|
|
2018
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 318 |
|
|
2017
Q4 | $4K | Hold |
54
| – | – | ﹤0.01% | 314 |
|
|
2017
Q3 | $3K | Hold |
54
| – | – | ﹤0.01% | 347 |
|
|
2017
Q2 | $3K | Hold |
54
| – | – | ﹤0.01% | 352 |
|
|
2017
Q1 | $4K | Sell |
54
-4
| -7% | -$296 | ﹤0.01% | 307 |
|
|
2016
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 309 |
|