PJWM
DFS

Philip James Wealth Mangement’s Discover Financial Services DFS Stock Holding History

Philip James Wealth Mangement’s Portfolio DFS Stock Details DFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,659
Closed -$287K – 173
2024
Q4 		$287K Buy
1,659
+5
+0.3% +$866 0.04% 136
2024
Q3 		$232K Buy
+1,654
New +$232K 0.03% 148