Forvis Wealth Advisors, LLC Discover Financial Services Transaction History

Forvis Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 25, 2023	SELL	$85.26 - $121.85 $1,364 - $1,949	-16 Reduced 0.51%	3,113 $269,000
Q2 2023 Aug 08, 2023	BUY	$92.44 - $117.9 $58,144 - $74,159	629 Added 25.16%	3,129 $365,000
Q1 2023 Apr 26, 2023	SELL	$92.24 - $119.0 $21,215 - $27,370	-230 Reduced 8.42%	2,500 $247,000
Q4 2022 Feb 02, 2023	BUY	$90.8 - $108.78 $20,884 - $25,019	230 Added 9.2%	2,730 $267,000
Q2 2022 Jul 22, 2022	BUY	$89.53 - $120.58 $223,825 - $301,450	2,500 New	2,500 $236,000
Q1 2021 Apr 23, 2021	SELL	$82.18 - $102.27 $425,445 - $529,451	-5,177 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$58.91 - $90.53 $304,977 - $468,673	5,177 New	5,177 $469,000

1,170

201M

1.68M

2.32M

Ticker DFS
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 273,225,984
Market Cap $49.9B
Description
Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.