WAM
DFS
Walker Asset 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 |
-2,072
| Closed | -$354K | – | 144 |
|
|
2025
Q1 | $354K | Buy |
2,072
+5
| +0.2% | +$854 | 0.22% | 78 |
|
|
2024
Q4 | $358K | Buy |
2,067
+5
| +0.2% | +$866 | 0.22% | 74 |
|
|
2024
Q3 | $289K | Buy |
2,062
+7
| +0.3% | +$982 | 0.18% | 100 |
|
|
2024
Q2 | $269K | Buy |
2,055
+7
| +0.3% | +$916 | 0.18% | 105 |
|
|
2024
Q1 | $268K | Buy |
2,048
+7
| +0.3% | +$918 | 0.18% | 109 |
|
|
2023
Q4 | $229K | Buy |
+2,041
| New | +$229K | 0.17% | 118 |
|