Middleton & Co’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
2017
Q1
Sell
2016
Q4
$263K Sell
2016
Q3
$684K Sell
2016
Q2
$2.27M Sell
2016
Q1
$3.37M Sell
2015
Q4
$3.83M Sell
2015
Q3
$6.96M Sell
2015
Q2
$8.19M Buy
2015
Q1
$7.74M Sell
2014
Q4
$9.46M Sell
2014
Q3
$9.38M Buy
2014
Q2
$9.01M Buy
2014
Q1
$8.42M Buy