A detailed history of Williams Jones Wealth Management, Llc. transactions in Discover Financial Services stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 1,457 shares of DFS stock, worth $252,294. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,457
Holding current value
$252,294
% of portfolio
0.0%

Shares

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

Nov 14, 2024

BUY
$123.41 - $144.72 $179,808 - $210,857
1,457 New
1,457 $204,000
Q2 2023

Aug 14, 2023

BUY
$92.44 - $117.9 $160,660 - $204,910
1,738 New
1,738 $203,000
Q2 2022

Aug 15, 2022

SELL
$89.53 - $120.58 $108,241 - $145,781
-1,209 Reduced 21.67%
4,371 $413,000
Q1 2022

May 16, 2022

SELL
$101.35 - $129.4 $61,620 - $78,675
-608 Reduced 9.83%
5,580 $615,000
Q4 2021

Feb 14, 2022

SELL
$106.13 - $132.99 $400,959 - $502,436
-3,778 Reduced 37.91%
6,188 $715,000
Q3 2021

Nov 15, 2021

SELL
$115.26 - $135.38 $88,519 - $103,971
-768 Reduced 7.15%
9,966 $1.22 Million
Q2 2021

Aug 16, 2021

BUY
$96.8 - $124.19 $66,985 - $85,939
692 Added 6.89%
10,734 $1.27 Million
Q1 2021

May 17, 2021

BUY
$82.18 - $102.27 $167,482 - $208,426
2,038 Added 25.46%
10,042 $954,000
Q4 2020

Feb 16, 2021

BUY
$58.91 - $90.53 $17,024 - $26,163
289 Added 3.75%
8,004 $725,000
Q3 2020

Nov 13, 2020

SELL
$46.45 - $59.54 $14,167 - $18,159
-305 Reduced 3.8%
7,715 $446,000
Q2 2020

Aug 14, 2020

BUY
$28.53 - $61.29 $4,279 - $9,193
150 Added 1.91%
8,020 $402,000
Q1 2020

May 15, 2020

SELL
$25.25 - $85.85 $146,121 - $496,813
-5,787 Reduced 42.37%
7,870 $281,000
Q4 2019

Feb 14, 2020

SELL
$75.17 - $86.7 $15,409 - $17,773
-205 Reduced 1.48%
13,657 $1.16 Million
Q3 2019

Nov 14, 2019

BUY
$76.76 - $92.91 $1.06 Million - $1.29 Million
13,862 New
13,862 $1.12 Million

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 $47.3B
  • 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 Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones 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 Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.