Ownership history in Bison Wealth, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in DISCOVER FINL SVCS COM (DFS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 3,396 | +1,119 | +49.1% | 0.08% | $476K | — |
| 2024 Q2 | UNCHANGED | 2,277 | — | 0% | 0.05% | $298K | — |
| 2024 Q1 | REDUCED | 2,277 | -10,605 | -82.3% | 0.05% | $298K | — |
| 2022 Q3 | INITIATED | 12,882 | — | — | 0.46% | $1.2M | — |