Williams Jones 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 | $249K | Hold |
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|
2024
Q4 | $252K | Sell |
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|
2024
Q3 | $204K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $413K | Sell |
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|
2022
Q1 | $615K | Sell |
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|
2021
Q4 | $715K | Sell |
|
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|
2021
Q3 | $1.22M | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $954K | Buy |
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|
2020
Q4 | $725K | Buy |
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|
2020
Q3 | $446K | Sell |
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|
2020
Q2 | $402K | Buy |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $1.16M | Sell |
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|
2019
Q3 | $1.12M | Buy |
|