Abound Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28K | Hold |
16
| – | – | ﹤0.01% | 727 |
|
|
2025
Q1 | $2.45K | Sell |
16
-7
| -30% | -$1.07K | ﹤0.01% | 671 |
|
|
2024
Q4 | $3.44K | Sell |
23
-5
| -18% | -$748 | ﹤0.01% | 606 |
|
|
2024
Q3 | $4.59K | Hold |
28
| – | – | ﹤0.01% | 558 |
|
|
2024
Q2 | $3.88K | Sell |
28
-7
| -20% | -$970 | ﹤0.01% | 546 |
|
|
2024
Q1 | $4.83K | Sell |
35
-2
| -5% | -$276 | ﹤0.01% | 532 |
|
|
2023
Q4 | $3.88K | Hold |
37
| – | – | ﹤0.01% | 564 |
|
|
2023
Q3 | $3.5K | Hold |
37
| – | – | ﹤0.01% | 542 |
|
|
2023
Q2 | $3.72K | Buy |
37
+7
| +23% | +$703 | ﹤0.01% | 552 |
|
|
2023
Q1 | $2.43K | Hold |
30
| – | – | ﹤0.01% | 561 |
|
|
2022
Q4 | $2.24K | Buy |
30
+26
| +650% | +$1.94K | ﹤0.01% | 527 |
|
|
2022
Q3 | $332 | Buy |
+4
| New | +$332 | ﹤0.01% | 682 |
|