Parisi Gray Wealth Management’s Discover Financial Services DFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$202K Buy
2021
Q3
Sell
2021
Q2
$150K Buy
2020
Q2
Sell
2020
Q1
$251K Sell
2019
Q4
$599K Hold
2019
Q3
$573K Buy
2019
Q2
$547K Hold
2019
Q1
$502K Hold
2018
Q4
$411K Hold
2018
Q3
$544K Hold
2018
Q2
$497K Hold
2018
Q1
$498K Hold
2017
Q4
$542K Buy