OWD
DFS
Osborn Williams & Donohoe’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.27M | Buy |
63,692
+21,494
| +51% | +$767K | 0.3% | 86 |
|
|
2019
Q4 | $3.58M | Buy |
42,198
+3,624
| +9% | +$307K | 0.36% | 80 |
|
|
2019
Q3 | $3.13M | Buy |
38,574
+3,059
| +9% | +$248K | 0.32% | 88 |
|
|
2019
Q2 | $2.76M | Buy |
35,515
+858
| +2% | +$66.6K | 0.28% | 96 |
|
|
2019
Q1 | $2.6M | Buy |
34,657
+4,992
| +17% | +$374K | 0.27% | 102 |
|
|
2018
Q4 | $1.75M | Sell |
29,665
-11,644
| -28% | -$687K | 0.31% | 82 |
|
|
2018
Q3 | $3.16M | Sell |
41,309
-422
| -1% | -$32.3K | 0.49% | 56 |
|
|
2018
Q2 | $2.94M | Buy |
41,731
+31,382
| +303% | +$2.21M | 0.5% | 58 |
|
|
2018
Q1 | $744K | Buy |
10,349
+4,322
| +72% | +$311K | 0.13% | 132 |
|
|
2017
Q4 | $464K | Buy |
6,027
+1,217
| +25% | +$93.7K | 0.08% | 165 |
|
|
2017
Q3 | $310K | Buy |
+4,810
| New | +$310K | 0.06% | 182 |
|
|
2014
Q4 | – | Sell |
-3,395
| Closed | -$219K | – | 234 |
|
|
2014
Q3 | $219K | Hold |
3,395
| – | – | 0.05% | 212 |
|
|
2014
Q2 | $212K | Buy |
+3,395
| New | +$212K | 0.04% | 211 |
|