A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 18,061 shares of DFS stock, worth $2.74 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
18,061
Previous 18,871 4.29%
Holding current value
$2.74 Million
Previous $2.47 Million 4.49%
% of portfolio
0.97%
Previous 1.06%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$119.57 - $130.81 $96,851 - $105,956
-810 Reduced 4.29%
18,061 $2.36 Million
Q1 2024

May 13, 2024

BUY
$97.0 - $131.09 $6,790 - $9,176
70 Added 0.37%
18,871 $2.47 Million
Q4 2023

Feb 12, 2024

SELL
$80.49 - $112.57 $23,744 - $33,208
-295 Reduced 1.54%
18,801 $2.11 Million
Q2 2023

Aug 15, 2023

SELL
$92.44 - $117.9 $3,974 - $5,069
-43 Reduced 0.22%
19,096 $2.23 Million
Q1 2023

Apr 14, 2023

SELL
$92.24 - $119.0 $22,598 - $29,155
-245 Reduced 1.26%
19,139 $1.89 Million
Q4 2022

Feb 10, 2023

SELL
$90.8 - $108.78 $9,080 - $10,878
-100 Reduced 0.51%
19,384 $1.9 Million
Q3 2022

Oct 26, 2022

BUY
$90.92 - $110.47 $818 - $994
9 Added 0.05%
19,484 $1.77 Million
Q2 2022

Jul 22, 2022

SELL
$89.53 - $120.58 $22,740 - $30,627
-254 Reduced 1.29%
19,475 $1.84 Million
Q1 2022

May 02, 2022

SELL
$101.35 - $129.4 $54,222 - $69,229
-535 Reduced 2.64%
19,729 $2.17 Million
Q4 2021

Feb 10, 2022

BUY
$106.13 - $132.99 $1,591 - $1,994
15 Added 0.07%
20,264 $2.54 Million
Q3 2021

Nov 12, 2021

SELL
$115.26 - $135.38 $316,503 - $371,753
-2,746 Reduced 11.94%
20,249 $2.49 Million
Q3 2020

Oct 23, 2020

BUY
$46.45 - $59.54 $4,412 - $5,656
95 Added 0.41%
22,995 $1.41 Million
Q2 2020

Aug 07, 2020

BUY
$28.53 - $61.29 $59,199 - $127,176
2,075 Added 9.96%
22,900 $1.14 Million
Q1 2020

May 11, 2020

BUY
$25.25 - $85.85 $67,670 - $230,077
2,680 Added 14.77%
20,825 $846,000
Q4 2019

Jan 17, 2020

SELL
$75.17 - $86.7 $18,792 - $21,675
-250 Reduced 1.36%
18,145 $1.51 Million
Q3 2019

Oct 09, 2019

SELL
$76.76 - $92.91 $23,028 - $27,873
-300 Reduced 1.6%
18,395 $1.46 Million
Q2 2019

Aug 06, 2019

BUY
$73.5 - $82.27 $11,025 - $12,340
150 Added 0.81%
18,695 $1.45 Million
Q1 2019

May 13, 2019

SELL
$58.41 - $73.66 $17,230 - $21,729
-295 Reduced 1.57%
18,545 $1.32 Million
Q4 2018

Feb 22, 2019

SELL
$55.09 - $78.01 $1.64 Million - $2.33 Million
-29,810 Reduced 61.27%
18,840 $1.11 Million
Q4 2018

Feb 07, 2019

BUY
$55.09 - $78.01 $1.64 Million - $2.33 Million
29,830 Added 158.5%
48,650 $2.87 Million
Q3 2018

Nov 13, 2018

SELL
$69.89 - $79.99 $10,832 - $12,398
-155 Reduced 0.82%
18,820 $1.31 Million
Q2 2018

Jul 31, 2018

BUY
$69.58 - $78.22 $13,916 - $15,644
200 Added 1.07%
18,975 $1.34 Million
Q1 2018

May 02, 2018

SELL
$70.07 - $81.31 $24,524 - $28,458
-350 Reduced 1.83%
18,775 $1.33 Million
Q4 2017

Feb 13, 2018

BUY
$63.81 - $77.5 $1.22 Million - $1.48 Million
19,125
19,125 $1.47 Million

Others Institutions Holding DFS

About Discover Financial Services


  • Ticker DFS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 273,225,984
  • Market Cap $41.5B
  • Description
  • Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...
More about DFS
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