MWM
DFS
Moran 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 |
-84,991
| Closed | -$14.5M | – | 479 |
|
|
2025
Q1 | $14.5M | Buy |
84,991
+141
| +0.2% | +$24.1K | 0.49% | 62 |
|
|
2024
Q4 | $14.7M | Sell |
84,850
-1,867
| -2% | -$323K | 0.47% | 74 |
|
|
2024
Q3 | $12.2M | Buy |
86,717
+194
| +0.2% | +$27.2K | 0.37% | 93 |
|
|
2024
Q2 | $11.3M | Buy |
86,523
+34,466
| +66% | +$4.51M | 0.37% | 87 |
|
|
2024
Q1 | $6.82M | Buy |
52,057
+2,399
| +5% | +$314K | 0.22% | 138 |
|
|
2023
Q4 | $5.58M | Sell |
49,658
-4,521
| -8% | -$508K | 0.2% | 151 |
|
|
2023
Q3 | $4.69M | Buy |
54,179
+431
| +0.8% | +$37.3K | 0.18% | 155 |
|
|
2023
Q2 | $6.28M | Sell |
53,748
-1,009
| -2% | -$118K | 0.24% | 141 |
|
|
2023
Q1 | $5.41M | Buy |
54,757
+31,309
| +134% | +$3.09M | 0.2% | 149 |
|
|
2022
Q4 | $2.29M | Buy |
+23,448
| New | +$2.29M | 0.09% | 203 |
|