A detailed history of Hb Wealth Management, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,503 shares of DFS stock, worth $613,758. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,503
Previous 4,982 9.61%
Holding current value
$613,758
Previous $653,000 9.8%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

SELL
$119.57 - $130.81 $57,274 - $62,657
-479 Reduced 9.61%
4,503 $589,000
Q1 2024

Apr 30, 2024

SELL
$97.0 - $131.09 $53,447 - $72,230
-551 Reduced 9.96%
4,982 $653,000
Q4 2023

Jan 16, 2024

SELL
$80.49 - $112.57 $11,832 - $16,547
-147 Reduced 2.59%
5,533 $621,000
Q3 2023

Oct 13, 2023

SELL
$85.26 - $121.85 $6,650 - $9,504
-78 Reduced 1.35%
5,680 $492,000
Q2 2023

Jul 13, 2023

BUY
$92.44 - $117.9 $4,714 - $6,012
51 Added 0.89%
5,758 $672,000
Q1 2023

Apr 13, 2023

BUY
$92.24 - $119.0 $109,673 - $141,491
1,189 Added 26.32%
5,707 $564,000
Q4 2022

Jan 20, 2023

BUY
$90.8 - $108.78 $100,152 - $119,984
1,103 Added 32.3%
4,518 $0
Q3 2022

Oct 19, 2022

BUY
$90.92 - $110.47 $74,918 - $91,027
824 Added 31.8%
3,415 $310,000
Q2 2022

Jul 15, 2022

BUY
$89.53 - $120.58 $30,619 - $41,238
342 Added 15.21%
2,591 $245,000
Q1 2022

May 16, 2022

BUY
$101.35 - $129.4 $227,936 - $291,020
2,249 New
2,249 $248,000

Others Institutions Holding DFS

About Discover Financial Services


  • Ticker DFS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 273,225,984
  • Market Cap $37.2B
  • 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...
More about DFS
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Hb Wealth Management, LLC with notifications on news.