MPPLM
DFS
Midwest Professional Planners Ltd (MPPL)’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,263
| Closed | -$1.41M | – | 153 |
|
|
2025
Q1 | $1.41M | Sell |
8,263
-201
| -2% | -$34.3K | 0.44% | 71 |
|
|
2024
Q4 | $1.47M | Buy |
8,464
+64
| +0.8% | +$11.1K | 0.44% | 71 |
|
|
2024
Q3 | $1.18M | Buy |
8,400
+243
| +3% | +$34.1K | 0.36% | 78 |
|
|
2024
Q2 | $1.07M | Sell |
8,157
-87
| -1% | -$11.4K | 0.36% | 77 |
|
|
2024
Q1 | $1.08M | Buy |
8,244
+5,158
| +167% | +$676K | 0.38% | 75 |
|
|
2023
Q4 | $347K | Buy |
3,086
+102
| +3% | +$11.5K | 0.14% | 106 |
|
|
2023
Q3 | $258K | Sell |
2,984
-10,021
| -77% | -$868K | 0.12% | 113 |
|
|
2023
Q2 | $1.52M | Buy |
13,005
+167
| +1% | +$19.5K | 0.67% | 42 |
|
|
2023
Q1 | $1.27M | Buy |
12,838
+378
| +3% | +$37.4K | 0.62% | 44 |
|
|
2022
Q4 | $1.22M | Buy |
12,460
+517
| +4% | +$50.6K | 0.67% | 46 |
|
|
2022
Q3 | $1.09M | Buy |
11,943
+529
| +5% | +$48.1K | 0.65% | 46 |
|
|
2022
Q2 | $1.08M | Buy |
11,414
+251
| +2% | +$23.8K | 0.61% | 49 |
|
|
2022
Q1 | $1.23M | Buy |
11,163
+338
| +3% | +$37.2K | 0.61% | 46 |
|
|
2021
Q4 | $1.25M | Buy |
10,825
+34
| +0.3% | +$3.93K | 0.61% | 50 |
|
|
2021
Q3 | $1.33M | Sell |
10,791
-68
| -0.6% | -$8.36K | 0.7% | 44 |
|
|
2021
Q2 | $1.29M | Buy |
+10,859
| New | +$1.29M | 0.67% | 45 |
|
|
2021
Q1 | – | Sell |
-10,800
| Closed | -$978K | – | 91 |
|
|
2020
Q4 | $978K | Buy |
10,800
+7,915
| +274% | +$717K | 0.6% | 50 |
|
|
2020
Q3 | $228K | Buy |
2,885
+381
| +15% | +$30.1K | 0.16% | 96 |
|
|
2020
Q2 | $203K | Sell |
2,504
-7,634
| -75% | -$619K | 0.16% | 102 |
|
|
2020
Q1 | $362K | Buy |
10,138
+201
| +2% | +$7.18K | 0.36% | 61 |
|
|
2019
Q4 | $843K | Buy |
9,937
+243
| +3% | +$20.6K | 0.69% | 43 |
|
|
2019
Q3 | $786K | Sell |
9,694
-7
| -0.1% | -$568 | 0.7% | 39 |
|
|
2019
Q2 | $753K | Buy |
9,701
+2,577
| +36% | +$200K | 0.7% | 41 |
|
|
2019
Q1 | $507K | Buy |
7,124
+2,996
| +73% | +$213K | 0.49% | 43 |
|
|
2018
Q4 | $243K | Sell |
4,128
-261
| -6% | -$15.4K | 0.26% | 73 |
|
|
2018
Q3 | $336K | Buy |
4,389
+36
| +0.8% | +$2.76K | 0.31% | 66 |
|
|
2018
Q2 | $307K | Buy |
4,353
+63
| +1% | +$4.44K | 0.27% | 69 |
|
|
2018
Q1 | $309K | Buy |
4,290
+183
| +4% | +$13.2K | 0.28% | 69 |
|
|
2017
Q4 | $316K | Buy |
+4,107
| New | +$316K | 0.29% | 70 |
|