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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268K | Sell |
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|
2025
Q2 | $328K | Sell |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $557K | Sell |
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|
2024
Q2 | $614K | Sell |
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|
2024
Q1 | $612K | Sell |
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|
2023
Q4 | $514K | Hold |
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|
2023
Q3 | $464K | Sell |
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|
2023
Q2 | $522K | Buy |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $339K | Sell |
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|
2022
Q1 | $479K | Sell |
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|
2021
Q4 | $490K | Sell |
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|
2021
Q3 | $520K | Sell |
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|
2021
Q2 | $614K | Hold |
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|
2021
Q1 | $549K | Buy |
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|
2020
Q4 | $544K | Sell |
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|
2020
Q3 | $405K | Buy |
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|
2020
Q2 | $357K | Sell |
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|
2020
Q1 | $484K | Sell |
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|
2019
Q4 | $495K | Buy |
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