VHAM
DFS
Van Hulzen Asset Management’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,777
| Closed | -$308K | – | 487 |
|
|
2024
Q4 | $308K | Sell |
1,777
-16,800
| -90% | -$2.91M | 0.02% | 261 |
|
|
2024
Q3 | $2.61M | Buy |
18,577
+900
| +5% | +$126K | 0.19% | 95 |
|
|
2024
Q2 | $2.31M | Buy |
17,677
+95
| +0.5% | +$12.4K | 0.16% | 101 |
|
|
2024
Q1 | $2.31M | Hold |
17,582
| – | – | 0.15% | 104 |
|
|
2023
Q4 | $1.98M | Buy |
17,582
+1,700
| +11% | +$191K | 0.14% | 108 |
|
|
2023
Q3 | $1.38M | Buy |
15,882
+13,000
| +451% | +$1.13M | 0.11% | 125 |
|
|
2023
Q2 | $337K | Buy |
+2,882
| New | +$337K | 0.03% | 223 |
|