WANY
DFS
Wealthspire Advisors (New York)’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,942
| Closed | -$1.53M | – | 854 |
|
|
2025
Q1 | $1.53M | Buy |
8,942
+4,143
| +86% | +$707K | 0.01% | 313 |
|
|
2024
Q4 | $831K | Sell |
4,799
-318
| -6% | -$55.1K | 0.01% | 408 |
|
|
2024
Q3 | $718K | Buy |
5,117
+1,674
| +49% | +$235K | 0.01% | 428 |
|
|
2024
Q2 | $450K | Buy |
3,443
+490
| +17% | +$64.1K | 0.01% | 452 |
|
|
2024
Q1 | $387K | Sell |
2,953
-168
| -5% | -$22K | 0.01% | 473 |
|
|
2023
Q4 | $351K | Buy |
3,121
+99
| +3% | +$11.1K | 0.01% | 486 |
|
|
2023
Q3 | $262K | Hold |
3,022
| – | – | ﹤0.01% | 507 |
|
|
2023
Q2 | $353K | Sell |
3,022
-20
| -0.7% | -$2.34K | 0.01% | 432 |
|
|
2023
Q1 | $301K | Sell |
3,042
-502
| -14% | -$49.6K | 0.01% | 443 |
|
|
2022
Q4 | $347K | Buy |
3,544
+596
| +20% | +$58.3K | 0.01% | 433 |
|
|
2022
Q3 | $268K | Sell |
2,948
-24
| -0.8% | -$2.18K | 0.01% | 430 |
|
|
2022
Q2 | $281K | Buy |
2,972
+670
| +29% | +$63.3K | 0.01% | 412 |
|
|
2022
Q1 | $254K | Sell |
2,302
-281
| -11% | -$31K | 0.01% | 379 |
|
|
2021
Q4 | $299K | Sell |
2,583
-924
| -26% | -$107K | 0.01% | 422 |
|
|
2021
Q3 | $431K | Buy |
+3,507
| New | +$431K | 0.01% | 387 |
|
|
2021
Q2 | – | Sell |
-7,571
| Closed | -$719K | – | 446 |
|
|
2021
Q1 | $719K | Buy |
7,571
+3,878
| +105% | +$368K | 0.02% | 319 |
|
|
2020
Q4 | $334K | Buy |
+3,693
| New | +$334K | 0.01% | 405 |
|
|
2019
Q1 | – | Sell |
-153
| Closed | -$9K | – | 231 |
|
|
2018
Q4 | $9K | Buy |
+153
| New | +$9K | ﹤0.01% | 521 |
|