Discover Financial Services shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Discover Financial Services (DFS) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Discover Financial Services
Tip: Access up to 7 years of quarterly data
All positions including Discover Financial Services held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Discover Financial Services by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $457k | 3.3k | 140.29 |
| 2024-06-30 | $426k | 3.3k | 130.81 |
| 2024-03-31 | $423k | 3.2k | 131.09 |
| 2023-12-31 | $363k | 3.2k | 112.40 |
| 2023-09-30 | $279k | 3.2k | 86.63 |
| 2023-06-30 | $376k | 3.2k | 116.85 |
| 2023-03-31 | $318k | 3.2k | 98.84 |
| 2022-12-31 | $315k | 3.2k | 97.83 |
| 2022-09-30 | $293k | 3.2k | 90.97 |
| 2022-06-30 | $305k | 3.2k | 94.69 |
| 2022-03-31 | $355k | 3.2k | 110.21 |
| 2021-12-31 | $372k | 3.2k | 115.49 |
| 2021-09-30 | $396k | 3.2k | 122.94 |
| 2021-06-30 | $381k | 3.2k | 118.29 |
| 2021-03-31 | $306k | 3.2k | 95.00 |
| 2020-12-31 | $291k | 3.2k | 90.54 |
| 2019-09-30 | $257k | 3.2k | 81.23 |
| 2019-06-30 | $249k | 3.2k | 77.47 |
| 2019-03-31 | $229k | 3.2k | 71.25 |
| 2016-12-31 | $238k | 3.3k | 71.97 |