Baldrige Asset Management LLC
- SEC CIK
- 0001761742
- Latest filing
- Apr 17, 2023
DFS holding history
Discover Financial Services in every 13F filed by Baldrige Asset Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DFS overviewAll 13F holders of DFSFull Q1 2023 holdings
- Shares (Q1 2023)
- 7
- Value
- $1.00K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 7 | $1.00K | <0.1% | +7 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −147−100.0% | Sold out | Holders |
| Q4 2021 | 147 | $17.0K | <0.1% | −86−36.9% | Reduced | Holders |
| Q3 2021 | 233 | $29.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 233 | $28.0K | <0.1% | +233 | New | Holders |