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Discover Financial Services shares owned by TrinityPoint Wealth

Quarter-by-quarter ownership of Discover Financial Services shares owned by TrinityPoint Wealth from 13F filings

Historical chart of TrinityPoint Wealth investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Discover Financial Services by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $633k 3.7k 173.24
2024-09-30 $483k 3.4k 140.27
2024-06-30 $393k 3.0k 130.79
2024-03-31 $373k 2.8k 131.08
2023-12-31 $300k 2.7k 112.41
2023-06-30 $204k 1.7k 116.85
2020-06-30 $231k 4.6k 50.10
2020-03-31 $1.9M 52k 35.66
2019-12-31 $4.0M 48k 84.82
2019-09-30 $3.9M 47k 82.66

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Apple (AAPL)
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Schwab Strategic Tr Us Dividend Eq (SCHD)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)
Honeywell International (HON)
JPMorgan Chase & Co. (JPM)
Ishares Tr Sp Smcp600vl Etf (IJS)
Select Sector Spdr Tr Financial (XLF)

View all positions for TrinityPoint Wealth

Top funds holding Discover Financial Services

Van Eck Associates Corp.
Oliver Lagore Vanvalin Investment Group
Huntington National Bank

View all funds holding Discover Financial Services