HCR Wealth Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Discover Financial Services by HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
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