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Discover Financial Services shares owned by BerganKDV Wealth Management

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

Historical chart of BerganKDV Wealth Management investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services held by BerganKDV 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 BerganKDV Wealth Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $5.4M 47k 116.85
2023-03-31 $4.5M 45k 98.84
2022-12-31 $4.2M 43k 97.83
2022-09-30 $3.5M 39k 90.92
2022-06-30 $3.4M 36k 94.57
2022-03-31 $4.0M 36k 110.20
2021-12-31 $3.9M 34k 115.55
2021-09-30 $4.3M 35k 122.84
2021-06-30 $4.1M 35k 118.31
2021-03-31 $3.2M 33k 94.98
2020-12-31 $2.8M 31k 90.52
2020-09-30 $1.8M 31k 57.76
2020-06-30 $1.4M 27k 50.08
2020-03-31 $880k 25k 35.65
2019-12-31 $1.6M 19k 84.80
2019-09-30 $1.5M 19k 81.09
2019-06-30 $1.2M 16k 77.59
2019-03-31 $984k 14k 71.15
2018-12-31 $734k 12k 59.01
2018-09-30 $888k 12k 76.46
2018-06-30 $912k 13k 70.40
2018-03-31 $890k 12k 71.95