VWA
DFS
Valued Wealth Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-145
| Closed | -$24.7K | – | 627 |
|
|
2025
Q1 | $24.7K | Buy |
145
+9
| +7% | +$1.53K | 0.01% | 134 |
|
|
2024
Q4 | $23.6K | Sell |
136
-17
| -11% | -$2.95K | 0.01% | 142 |
|
|
2024
Q3 | $21.5K | Hold |
153
| – | – | 0.01% | 140 |
|
|
2024
Q2 | $20K | Buy |
153
+35
| +30% | +$4.59K | 0.01% | 134 |
|
|
2024
Q1 | $15.5K | Buy |
118
+60
| +103% | +$7.88K | 0.01% | 144 |
|
|
2023
Q4 | $5.04K | Buy |
+58
| New | +$5.04K | ﹤0.01% | 200 |
|