Discover Financial Services shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Discover Financial Services (DFS) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Discover Financial Services
Tip: Access up to 7 years of quarterly data
All positions including Discover Financial Services held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Discover Financial Services by TrinityPoint Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $483k | 3.4k | 140.27 |
2024-06-30 | $393k | 3.0k | 130.79 |
2024-03-31 | $373k | 2.8k | 131.08 |
2023-12-31 | $300k | 2.7k | 112.41 |
2023-06-30 | $204k | 1.7k | 116.85 |
2020-06-30 | $231k | 4.6k | 50.10 |
2020-03-31 | $1.9M | 52k | 35.66 |
2019-12-31 | $4.0M | 48k | 84.82 |
2019-09-30 | $3.9M | 47k | 82.66 |