SPWM
DFS
Schrum Private Wealth Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,407
| Closed | -$411K | – | 128 |
|
|
2025
Q1 | $411K | Hold |
2,407
| – | – | 0.36% | 74 |
|
|
2024
Q4 | $417K | Sell |
2,407
-2,407
| -50% | -$417K | 0.35% | 69 |
|
|
2024
Q3 | $675K | Buy |
4,814
+2,307
| +92% | +$324K | 0.35% | 64 |
|
|
2024
Q2 | $328K | Hold |
2,507
| – | – | 0.3% | 81 |
|
|
2024
Q1 | $329K | Hold |
2,507
| – | – | 0.3% | 82 |
|
|
2023
Q4 | $282K | Hold |
2,507
| – | – | 0.4% | 64 |
|
|
2023
Q3 | $217K | Hold |
2,507
| – | – | 0.25% | 104 |
|
|
2023
Q2 | $293K | Hold |
2,507
| – | – | 0.32% | 81 |
|
|
2023
Q1 | $248K | Hold |
2,507
| – | – | 0.29% | 91 |
|
|
2022
Q4 | $245K | Hold |
2,507
| – | – | 0.29% | 93 |
|
|
2022
Q3 | $228K | Hold |
2,507
| – | – | 0.29% | 99 |
|
|
2022
Q2 | $237K | Hold |
2,507
| – | – | 0.27% | 98 |
|
|
2022
Q1 | $275K | Buy |
2,507
+100
| +4% | +$11K | 0.28% | 96 |
|
|
2021
Q4 | $278K | Buy |
+2,407
| New | +$278K | 0.25% | 98 |
|