Waldron Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $395K | Buy |
|
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|
2024
Q3 | $317K | Buy |
|
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|
2024
Q2 | $293K | Sell |
|
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|
2024
Q1 | $297K | Buy |
|
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|
2023
Q4 | $251K | Sell |
|
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|
2023
Q3 | $257K | Sell |
|
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|
2023
Q2 | $352K | Sell |
|
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|
2023
Q1 | $308K | Buy |
|
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|
2022
Q4 | $274K | Hold |
|
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|
2022
Q3 | $274K | Buy |
|
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|
2022
Q2 | $285K | Buy |
|
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $330K | Buy |
|
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|
2021
Q3 | $350K | Buy |
|
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|
2021
Q2 | $201K | Buy |
|