Taylor Wealth Management Partners’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
2022
Q2
$5.17M Sell
2022
Q1
$6.61M Sell
2021
Q4
$7.02M Buy
2021
Q3
$7.43M Buy
2021
Q2
$6.73M Buy
2021
Q1
$5.33M Buy