Wedgewood Investors’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
Q2 | – | Sell |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $437K | Hold |
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|
2024
Q3 | $354K | Hold |
|
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|
2024
Q2 | $330K | Buy |
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|
2023
Q4 | $283K | Hold |
|
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $284K | Hold |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $275K | Hold |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $357K | Hold |
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|
2021
Q2 | $344K | Hold |
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|
2021
Q1 | $276K | Sell |
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|
2020
Q4 | $271K | Buy |
|