Heritage Wealth Management, LLC Discover Financial Services Transaction History

Heritage Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$90.8 - $108.78 $69,098 - $82,781	761 Added 102.42%	1,504 $147,000
Q3 2022 Nov 14, 2022	SELL	$90.92 - $110.47 $19,093 - $23,198	-210 Reduced 22.04%	743 $68,000
Q1 2022 Aug 15, 2022	SELL	$101.35 - $129.4 $32,736 - $41,796	-323 Reduced 25.31%	953 $105,000
Q3 2021 Nov 10, 2021	SELL	$115.26 - $135.38 $40,341 - $47,383	-350 Reduced 21.53%	1,276 $157,000
Q2 2021 Aug 11, 2021	SELL	$96.8 - $124.19 $226,705 - $290,852	-2,342 Reduced 59.02%	1,626 $192,000
Q1 2021 Jul 16, 2021	BUY	$82.18 - $102.27 $326,090 - $405,807	3,968 New	3,968 $377,000

1,170

201M

1.68M

2.32M

Ticker DFS
Exchange NYSE
Sector Financial Services
Industry Credit Services
Shares Outstandng 273,225,984
Market Cap $48.1B
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...

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