A detailed history of Modera Wealth Management, LLC transactions in Discover Financial Services stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,591 shares of DFS stock, worth $457,518. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,591
Previous 2,522 2.74%
Holding current value
$457,518
Previous $329,000 10.33%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$123.41 - $144.72 $8,515 - $9,985
69 Added 2.74%
2,591 $363,000
Q2 2024

Jul 29, 2024

BUY
$119.57 - $130.81 $239 - $261
2 Added 0.08%
2,522 $329,000
Q1 2024

May 14, 2024

BUY
$97.0 - $131.09 $25,317 - $34,214
261 Added 11.55%
2,520 $330,000
Q4 2023

Feb 14, 2024

BUY
$80.49 - $112.57 $181,826 - $254,295
2,259 New
2,259 $253,000
Q2 2023

Aug 07, 2023

BUY
$92.44 - $117.9 $208,174 - $265,510
2,252 New
2,252 $263,000
Q1 2022

May 03, 2022

SELL
$101.35 - $129.4 $513,743 - $655,928
-5,069 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$106.13 - $132.99 $537,972 - $674,126
5,069 New
5,069 $585,000

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 $48.2B
  • 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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