PWP
DFS

Perfromance Wealth Partners’s Discover Financial Services DFS Stock Holding History

Perfromance Wealth Partners’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
-1,258
Closed -$215K – 192
2025
Q1 		$215K Buy
1,258
+2
+0.2% +$366 0.01% 162
2024
Q4 		$218K Buy
+1,256
New +$206K 0.01% 172

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DWM
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KIM
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IA
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SS
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OLVIG
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HNB
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Perfromance Wealth Partners's DFS Position: Q2 2025 in Review

Perfromance Wealth Partners sold out of Discover Financial Services (DFS) in Q2 2025, closing a stake of 1,258 shares — an estimated $215K sold.

Perfromance Wealth Partners first reported a position in DFS in Q4 2024 and held it in 2 quarters. The position peaked at $218K in Q4 2024. 10 funds tracked by Wall St. Rank hold DFS as of Q2 2025.

  • Perfromance Wealth Partners reported no remaining Discover Financial Services position as of Q2 2025 after selling out during the quarter.
  • Perfromance Wealth Partners sold 1,258 Discover Financial Services shares in Q2 2025, an estimated $215K.
  • Perfromance Wealth Partners first reported a position in Discover Financial Services in Q4 2024 and held it in 2 quarters.
  • Perfromance Wealth Partners's Discover Financial Services position peaked at $218K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2025.

Based on Perfromance Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.