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Discover Financial Services shares owned by TriaGen Wealth Management

Quarter-by-quarter ownership of Discover Financial Services (DFS) shares owned by TriaGen Wealth Management from 13F filings

Historical chart of TriaGen Wealth Management investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services held by TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Discover Financial Services by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $320k 2.4k 131.09
2023-12-31 $275k 2.4k 112.40
2023-09-30 $214k 2.5k 86.63
2023-06-30 $289k 2.5k 116.85
2023-03-31 $244k 2.5k 98.84
2022-12-31 $242k 2.5k 97.83
2022-09-30 $225k 2.5k 91.06
2022-06-30 $255k 2.7k 94.58
2022-03-31 $300k 2.7k 110.21
2021-12-31 $315k 2.7k 115.72
2021-09-30 $334k 2.7k 122.70
2021-06-30 $363k 2.9k 124.23
2021-03-31 $275k 2.9k 94.96
2020-12-31 $361k 4.0k 90.54