MSWM
DFS

Mowery & Schoenfeld Wealth Management’s Discover Financial Services DFS Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-35
Closed -$5.98K – 405
2025
Q1 		$5.98K Sell
35
-6
-15% -$1.02K 0.01% 310
2024
Q4 		$7.1K Buy
+41
New +$7.1K 0.01% 261