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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

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Quarterly reported holdings in Discover Financial Services by TrinityPoint Wealth

Quarter filed Position value Share count Share price at filing
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