WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $252K | Hold |
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|
2024
Q3 | $204K | Buy |
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $208K | Hold |
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|
2021
Q2 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $305K | Sell |
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|
2019
Q3 | $293K | Hold |
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|
2019
Q2 | $280K | Hold |
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|
2019
Q1 | $257K | Sell |
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|
2018
Q4 | $255K | Buy |
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|
2018
Q3 | $303K | Sell |
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|
2018
Q2 | $371K | Sell |
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|
2018
Q1 | $405K | Buy |
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|
2017
Q4 | $381K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $359K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.91M | Buy |
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|
2015
Q1 | $1.64M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $964K | Hold |
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|
2014
Q2 | $928K | Buy |
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|
2014
Q1 | $871K | Buy |
|