MWM
DFS

Meridian Wealth Management’s Discover Financial Services DFS Stock Holding History

Meridian Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,466
Closed -$250K – 675
2025
Q1 		$250K Sell
1,466
-57
-4% -$9.73K 0.01% 554
2024
Q4 		$264K Buy
+1,523
New +$264K 0.01% 540