YHB Investment Advisors’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 | $221K | Hold |
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|
2024
Q4 | $225K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $404K | Hold |
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|
2021
Q3 | $430K | Hold |
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|
2021
Q2 | $414K | Hold |
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|
2021
Q1 | $358K | Hold |
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|
2020
Q4 | $317K | Hold |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $297K | Hold |
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|
2019
Q3 | $284K | Hold |
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|
2019
Q2 | $272K | Hold |
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|
2019
Q1 | $249K | Hold |
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|
2018
Q4 | $206K | Sell |
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|
2018
Q3 | $311K | Sell |
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|
2018
Q2 | $290K | Buy |
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|
2018
Q1 | $286K | Hold |
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|
2017
Q4 | $305K | Hold |
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|
2017
Q3 | $256K | Buy |
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|
2017
Q2 | $216K | Sell |
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|
2017
Q1 | $230K | Buy |
|