A detailed history of Institute For Wealth Management, Llc. transactions in Discover Financial Services stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 2,384 shares of DFS stock, worth $401,131. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,384
Previous 2,424 1.65%
Holding current value
$401,131
Previous $317,000 5.36%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$123.41 - $144.72 $4,936 - $5,788
-40 Reduced 1.65%
2,384 $334,000
Q4 2022

Feb 02, 2023

SELL
$90.8 - $108.78 $8,898 - $10,660
-98 Reduced 3.89%
2,424 $237,000
Q1 2022

Apr 29, 2022

SELL
$101.35 - $129.4 $11,047 - $14,104
-109 Reduced 4.14%
2,522 $278,000
Q3 2021

Nov 15, 2021

SELL
$115.26 - $135.38 $3,112 - $3,655
-27 Reduced 1.02%
2,631 $323,000
Q2 2021

Jul 21, 2021

SELL
$96.8 - $124.19 $6,195 - $7,948
-64 Reduced 2.35%
2,658 $314,000
Q4 2020

Feb 01, 2021

BUY
$58.91 - $90.53 $160,353 - $246,422
2,722 New
2,722 $246,000
Q1 2020

Apr 29, 2020

SELL
$25.25 - $85.85 $96,303 - $327,431
-3,814 Closed
0 $0
Q4 2019

Feb 27, 2020

BUY
$75.17 - $86.7 $262,418 - $302,669
3,491 Added 1080.8%
3,814 $323,000
Q4 2019

Jan 27, 2020

SELL
$75.17 - $86.7 $262,418 - $302,669
-3,491 Reduced 91.53%
323 $323,000
Q3 2019

Oct 28, 2019

SELL
$76.76 - $92.91 $16,887 - $20,440
-220 Reduced 5.45%
3,814 $309,000
Q2 2019

Aug 02, 2019

SELL
$73.5 - $82.27 $1,764 - $1,974
-24 Reduced 0.59%
4,034 $313,000
Q1 2019

May 15, 2019

BUY
$58.41 - $73.66 $237,027 - $298,912
4,058 New
4,058 $289,000
Q1 2018

May 15, 2018

SELL
$70.07 - $81.31 $292,752 - $339,713
-4,178 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$63.81 - $77.5 $266,598 - $323,795
4,178 New
4,178 $322,000
Q3 2017

Nov 14, 2017

SELL
$57.66 - $64.48 $221,299 - $247,474
-3,838 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
3,838
3,838 $237,000

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 $46B
  • 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
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