Acorn Financial Advisory Services’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$337K	Sell	2,192 -38	-2%	-$5.15K	0.05%	155
2025 Q4	$253K	Buy	2,230 +212	+11%	+$25.8K	0.04%	176
2025 Q3	$268K	Sell	2,018 -283	-12%	-$38.9K	0.04%	172
2025 Q2	$328K	Sell	2,301 -74	-3%	-$10.5K	0.05%	145
2025 Q1	$363K	Sell	2,375 -528	-18%	-$83K	0.07%	127
2024 Q4	$434K	Sell	2,903 -497	-15%	-$77.9K	0.07%	129
2024 Q3	$557K	Sell	3,400 -1,029	-23%	-$152K	0.1%	98
2024 Q2	$614K	Sell	4,429 -8	-0.2%	-$1.1K	0.11%	91
2024 Q1	$612K	Sell	4,437 -467	-10%	-$56K	0.12%	92
2023 Q4	$514K	Hold	4,904	–	–	0.09%	135
2023 Q3	$464K	Sell	4,904 -291	-6%	-$29.7K	0.08%	140
2023 Q2	$522K	Buy	5,195 +13	+0.3%	+$1.21K	0.09%	125
2023 Q1	$420K	Buy	5,182 +33	+0.6%	+$2.64K	0.08%	145
2022 Q4	$384K	Buy	5,149 +1,164	+29%	+$90.4K	0.08%	142
2022 Q3	$330K	Sell	3,985 -253	-6%	-$22.2K	0.08%	160
2022 Q2	$339K	Sell	4,238 -1	-0%	-$101	0.08%	155
2022 Q1	$479K	Sell	4,239 -67	-2%	-$7.52K	0.1%	137
2021 Q4	$490K	Sell	4,306 -168	-4%	-$18.1K	0.1%	138
2021 Q3	$520K	Sell	4,474 -621	-12%	-$77.8K	0.16%	130
2021 Q2	$614K	Hold	5,095	–	–	0.18%	127
2021 Q1	$549K	Buy	5,095 +464	+10%	+$51.6K	0.2%	117
2020 Q4	$544K	Sell	4,631 -100	-2%	-$10.2K	0.21%	121
2020 Q3	$405K	Buy	4,731 +217	+5%	+$18.5K	0.21%	123
2020 Q2	$357K	Sell	4,514 -1,843	-29%	-$144K	0.25%	126
2020 Q1	$484K	Sell	6,357 -247	-4%	-$19.4K	0.48%	74
2019 Q4	$495K	Buy	+6,604	New	+$438K	0.42%	80