WBWA
DFS
William B. Walkup & Associates’s Discover Financial Services DFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-35,955
| Closed | -$6.14M | – | 163 |
|
|
2025
Q1 | $6.14M | Buy |
35,955
+192
| +0.5% | +$32.8K | 3.74% | 6 |
|
|
2024
Q4 | $6.2M | Sell |
35,763
-116
| -0.3% | -$20.1K | 3.92% | 6 |
|
|
2024
Q3 | $5.03M | Sell |
35,879
-1,086
| -3% | -$152K | 3.11% | 7 |
|
|
2024
Q2 | $4.84M | Buy |
+36,965
| New | +$4.84M | 3.17% | 6 |
|