TTWM
DFS
TCV Trust & 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 |
-1,567
| Closed | -$267K | – | 212 |
|
|
2025
Q1 | $267K | Hold |
1,567
| – | – | 0.02% | 176 |
|
|
2024
Q4 | $271K | Sell |
1,567
-131
| -8% | -$22.7K | 0.03% | 170 |
|
|
2024
Q3 | $238K | Hold |
1,698
| – | – | 0.02% | 180 |
|
|
2024
Q2 | $222K | Hold |
1,698
| – | – | 0.02% | 188 |
|
|
2024
Q1 | $223K | Buy |
+1,698
| New | +$223K | 0.02% | 186 |
|
|
2023
Q3 | – | Sell |
-1,738
| Closed | -$203K | – | 187 |
|
|
2023
Q2 | $203K | Buy |
+1,738
| New | +$203K | 0.02% | 186 |
|
|
2022
Q2 | – | Sell |
-1,816
| Closed | -$200K | – | 197 |
|
|
2022
Q1 | $200K | Sell |
1,816
-36
| -2% | -$3.97K | 0.02% | 203 |
|
|
2021
Q4 | $214K | Hold |
1,852
| – | – | 0.02% | 199 |
|
|
2021
Q3 | $227K | Buy |
+1,852
| New | +$227K | 0.03% | 180 |
|