Annis Gardner Whiting Capital Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1K | Hold |
85
| – | – | ﹤0.01% | 668 |
|
|
2025
Q1 | $13K | Hold |
85
| – | – | 0.01% | 510 |
|
|
2024
Q4 | $12.7K | Hold |
85
| – | – | ﹤0.01% | 502 |
|
|
2024
Q3 | $13.9K | Sell |
85
-3
| -3% | -$492 | ﹤0.01% | 506 |
|
|
2024
Q2 | $12.2K | Buy |
88
+3
| +4% | +$416 | ﹤0.01% | 656 |
|
|
2024
Q1 | $11.7K | Buy |
85
+3
| +4% | +$414 | ﹤0.01% | 649 |
|
|
2023
Q4 | $8.59K | Hold |
82
| – | – | ﹤0.01% | 492 |
|
|
2023
Q3 | $7.75K | Buy |
+82
| New | +$7.75K | ﹤0.01% | 486 |
|