AFAS
Acorn Financial Advisory Services’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
2,301
-74
| -3% | -$10.5K | 0.05% | 145 |
|
|
2025
Q1 | $363K | Sell |
2,375
-528
| -18% | -$80.8K | 0.07% | 127 |
|
|
2024
Q4 | $434K | Sell |
2,903
-497
| -15% | -$74.3K | 0.07% | 129 |
|
|
2024
Q3 | $557K | Sell |
3,400
-1,029
| -23% | -$169K | 0.1% | 98 |
|
|
2024
Q2 | $614K | Sell |
4,429
-8
| -0.2% | -$1.11K | 0.11% | 91 |
|
|
2024
Q1 | $612K | Sell |
4,437
-467
| -10% | -$64.5K | 0.12% | 92 |
|
|
2023
Q4 | $514K | Hold |
4,904
| – | – | 0.09% | 135 |
|
|
2023
Q3 | $464K | Sell |
4,904
-291
| -6% | -$27.5K | 0.08% | 140 |
|
|
2023
Q2 | $522K | Buy |
5,195
+13
| +0.3% | +$1.31K | 0.09% | 125 |
|
|
2023
Q1 | $420K | Buy |
5,182
+33
| +0.6% | +$2.68K | 0.08% | 145 |
|
|
2022
Q4 | $384K | Buy |
5,149
+1,164
| +29% | +$86.9K | 0.08% | 142 |
|
|
2022
Q3 | $330K | Sell |
3,985
-253
| -6% | -$21K | 0.08% | 160 |
|
|
2022
Q2 | $339K | Sell |
4,238
-1
| -0% | -$80 | 0.08% | 155 |
|
|
2022
Q1 | $479K | Sell |
4,239
-67
| -2% | -$7.57K | 0.1% | 137 |
|
|
2021
Q4 | $490K | Sell |
4,306
-168
| -4% | -$19.1K | 0.1% | 138 |
|
|
2021
Q3 | $520K | Sell |
4,474
-621
| -12% | -$72.2K | 0.16% | 130 |
|
|
2021
Q2 | $614K | Hold |
5,095
| – | – | 0.18% | 127 |
|
|
2021
Q1 | $549K | Buy |
5,095
+464
| +10% | +$50K | 0.2% | 117 |
|
|
2020
Q4 | $544K | Sell |
4,631
-100
| -2% | -$11.7K | 0.21% | 121 |
|
|
2020
Q3 | $405K | Buy |
4,731
+217
| +5% | +$18.6K | 0.21% | 123 |
|
|
2020
Q2 | $357K | Sell |
4,514
-1,843
| -29% | -$146K | 0.25% | 126 |
|
|
2020
Q1 | $484K | Sell |
6,357
-247
| -4% | -$18.8K | 0.48% | 74 |
|
|
2019
Q4 | $495K | Buy |
+6,604
| New | +$495K | 0.42% | 80 |
|