Discover Financial Services shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of Discover Financial Services (DFS) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in Discover Financial Services
Tip: Access up to 7 years of quarterly data
All positions including Discover Financial Services held by TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Discover Financial Services by TriaGen Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $423k | 2.4k | 173.23 |
2024-09-30 | $343k | 2.4k | 140.29 |
2024-06-30 | $320k | 2.4k | 130.81 |
2024-03-31 | $320k | 2.4k | 131.09 |
2023-12-31 | $275k | 2.4k | 112.40 |
2023-09-30 | $214k | 2.5k | 86.63 |
2023-06-30 | $289k | 2.5k | 116.85 |
2023-03-31 | $244k | 2.5k | 98.84 |
2022-12-31 | $242k | 2.5k | 97.83 |
2022-09-30 | $225k | 2.5k | 91.06 |
2022-06-30 | $255k | 2.7k | 94.58 |
2022-03-31 | $300k | 2.7k | 110.21 |
2021-12-31 | $315k | 2.7k | 115.72 |
2021-09-30 | $334k | 2.7k | 122.70 |
2021-06-30 | $363k | 2.9k | 124.23 |
2021-03-31 | $275k | 2.9k | 94.96 |
2020-12-31 | $361k | 4.0k | 90.54 |