Mount Yale Investment Advisors »

Discover Financial Services shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Discover Financial Services (DFS) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services held by Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 45k 140.29
2024-06-30 $6.2M 47k 130.81
2024-03-31 $7.9M 60k 131.09
2023-09-30 $751k 8.7k 86.63
2023-06-30 $7.4M 63k 116.85
2023-03-31 $6.8M 69k 98.84
2022-12-31 $5.5M 57k 97.83
2022-09-30 $6.1M 68k 90.93
2022-06-30 $6.2M 65k 94.59
2022-03-31 $7.4M 67k 110.18
2021-12-31 $7.4M 64k 115.56
2021-09-30 $1.6M 13k 122.82
2021-06-30 $1.7M 14k 118.30
2021-03-31 $1.3M 14k 95.00
2020-12-31 $1.3M 14k 90.53
2020-09-30 $888k 15k 57.78
2020-06-30 $753k 15k 50.06
2020-03-31 $579k 16k 35.67
2019-12-31 $1.1M 14k 75.14
2019-09-30 $1.1M 13k 84.42
2019-06-30 $1.3M 16k 83.79
2019-03-31 $1.2M 17k 71.16
2018-12-31 $1.3M 19k 67.89
2018-09-30 $1.2M 17k 70.74
2018-06-30 $918k 13k 70.38
2018-03-31 $945k 13k 71.92