WPA
DFS
West Paces Advisors’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-311
| Closed | -$53.1K | – | 300 |
|
|
2025
Q1 | $53.1K | Hold |
311
| – | – | 0.01% | 225 |
|
|
2024
Q4 | $53.9K | Hold |
311
| – | – | 0.01% | 220 |
|
|
2024
Q3 | $43.6K | Hold |
311
| – | – | 0.01% | 252 |
|
|
2024
Q2 | $40.7K | Sell |
311
-5
| -2% | -$654 | 0.01% | 242 |
|
|
2024
Q1 | $41.4K | Buy |
316
+166
| +111% | +$21.8K | 0.01% | 249 |
|
|
2023
Q4 | $16.9K | Sell |
150
-32
| -18% | -$3.6K | ﹤0.01% | 318 |
|
|
2023
Q3 | $15.8K | Hold |
182
| – | – | ﹤0.01% | 312 |
|
|
2023
Q2 | $21.3K | Sell |
182
-9
| -5% | -$1.05K | 0.01% | 302 |
|
|
2023
Q1 | $18.9K | Buy |
191
+9
| +5% | +$890 | 0.01% | 316 |
|
|
2022
Q4 | $17.8K | Hold |
182
| – | – | 0.01% | 300 |
|
|
2022
Q3 | $16.5K | Hold |
182
| – | – | 0.01% | 296 |
|
|
2022
Q2 | $17.2K | Hold |
182
| – | – | 0.01% | 316 |
|
|
2022
Q1 | $20.1K | Hold |
182
| – | – | 0.01% | 314 |
|
|
2021
Q4 | $21K | Hold |
182
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $22.4K | Hold |
182
| – | – | 0.01% | 277 |
|
|
2021
Q2 | $21.5K | Hold |
182
| – | – | 0.01% | 285 |
|
|
2021
Q1 | $17.3K | Hold |
182
| – | – | 0.01% | 279 |
|
|
2020
Q4 | $16.5K | Hold |
182
| – | – | 0.01% | 266 |
|
|
2020
Q3 | $10.5K | Hold |
182
| – | – | 0.01% | 296 |
|
|
2020
Q2 | $9.12K | Hold |
182
| – | – | ﹤0.01% | 323 |
|
|
2020
Q1 | $6.49K | Sell |
182
-45
| -20% | -$1.61K | ﹤0.01% | 339 |
|
|
2019
Q4 | $19.3K | Hold |
227
| – | – | 0.01% | 279 |
|
|
2019
Q3 | $18.4K | Hold |
227
| – | – | 0.01% | 265 |
|
|
2019
Q2 | $17.6K | Hold |
227
| – | – | 0.01% | 261 |
|
|
2019
Q1 | $16.2K | Hold |
227
| – | – | 0.01% | 269 |
|
|
2018
Q4 | $13.4K | Hold |
227
| – | – | 0.01% | 286 |
|
|
2018
Q3 | $17.4K | Hold |
227
| – | – | 0.01% | 270 |
|
|
2018
Q2 | $16K | Hold |
227
| – | – | 0.01% | 279 |
|
|
2018
Q1 | $16.3K | Hold |
227
| – | – | 0.01% | 264 |
|
|
2017
Q4 | $17.5K | Sell |
227
-79
| -26% | -$6.08K | 0.01% | 277 |
|
|
2017
Q3 | $19.7K | Hold |
306
| – | – | 0.01% | 261 |
|
|
2017
Q2 | $19K | Hold |
306
| – | – | 0.02% | 253 |
|
|
2017
Q1 | $20.9K | Hold |
306
| – | – | 0.02% | 247 |
|
|
2016
Q4 | $22.1K | Buy |
+306
| New | +$22.1K | 0.02% | 250 |
|