DFS
Wealth Enhancement Advisory Services’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-63,089
| Closed | -$10.8M | – | 3371 |
|
|
2025
Q1 | $10.8M | Buy |
63,089
+2,066
| +3% | +$353K | 0.02% | 559 |
|
|
2024
Q4 | $10.6M | Buy |
61,023
+1,544
| +3% | +$267K | 0.02% | 539 |
|
|
2024
Q3 | $8.34M | Buy |
59,479
+1,434
| +2% | +$201K | 0.02% | 571 |
|
|
2024
Q2 | $7.59M | Sell |
58,045
-4,657
| -7% | -$609K | 0.02% | 567 |
|
|
2024
Q1 | $8.22M | Sell |
62,702
-2,100
| -3% | -$275K | 0.02% | 526 |
|
|
2023
Q4 | $7.28M | Buy |
64,802
+1,541
| +2% | +$173K | 0.02% | 502 |
|
|
2023
Q3 | $5.48M | Buy |
63,261
+59,897
| +1,781% | +$5.19M | 0.02% | 558 |
|
|
2023
Q2 | $393K | Sell |
3,364
-331
| -9% | -$38.7K | ﹤0.01% | 385 |
|
|
2023
Q1 | $365K | Buy |
+3,695
| New | +$365K | ﹤0.01% | 421 |
|
|
2021
Q3 | – | Sell |
-10,426
| Closed | -$1.29M | – | 297 |
|
|
2021
Q2 | $1.29M | Buy |
+10,426
| New | +$1.29M | 0.02% | 171 |
|
|
2017
Q2 | – | Sell |
-11,142
| Closed | -$752K | – | 153 |
|
|
2017
Q1 | $752K | Buy |
+11,142
| New | +$752K | 0.08% | 129 |
|