WA
DFS

Whipplewood Advisors’s Discover Financial Services DFS Stock Holding History

Whipplewood Advisors’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-105
Closed -$15.4K – 1220
2025
Q1 		$15.4K Buy
105
+15
+17% +$2.2K 0.01% 491
2024
Q4 		$15.6K Buy
+90
New +$15.6K 0.01% 481