Schrum Private 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
Q2 | – | Sell |
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|
2025
Q1 | $411K | Hold |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $675K | Buy |
|
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|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $329K | Hold |
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|
2023
Q4 | $282K | Hold |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $228K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $275K | Buy |
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|
2021
Q4 | $278K | Buy |
|