Western Wealth Management’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 | $347K | Buy |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $283K | Sell |
|
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $300K | Sell |
|
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|
2023
Q4 | $258K | Sell |
|
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|
2023
Q3 | $201K | Buy |
|
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $229K | Sell |
|
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|
2022
Q4 | $257K | Sell |
|
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|
2022
Q3 | $520K | Buy |
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|
2022
Q2 | $542K | Sell |
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|
2022
Q1 | $631K | Buy |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q2 | $337K | Buy |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $280K | Buy |
|
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|
2019
Q2 | $267K | Hold |
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|
2019
Q1 | $243K | Sell |
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|
2018
Q4 | $230K | Buy |
|