NWM
DFS

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

Northcape Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
2025
Q1 		$932K Sell
2024
Q4 		$978K Hold
2024
Q3 		$792K Hold
2024
Q2 		$738K Hold
2024
Q1 		$740K Hold
2023
Q4 		$634K Hold
2023
Q3 		$489K Hold
2023
Q2 		$660K Hold
2023
Q1 		$558K Buy