PPWP
DFS
Premier Path Wealth Partners’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,942
| Closed | -$332K | – | 390 |
|
|
2025
Q1 | $332K | Sell |
1,942
-226
| -10% | -$38.6K | 0.05% | 292 |
|
|
2024
Q4 | $376K | Hold |
2,168
| – | – | 0.06% | 266 |
|
|
2024
Q3 | $304K | Sell |
2,168
-62
| -3% | -$8.7K | 0.05% | 298 |
|
|
2024
Q2 | $292K | Hold |
2,230
| – | – | 0.05% | 296 |
|
|
2024
Q1 | $292K | Buy |
2,230
+109
| +5% | +$14.3K | 0.06% | 279 |
|
|
2023
Q4 | $234K | Buy |
+2,121
| New | +$234K | 0.05% | 298 |
|