AFCM
Applied Finance Capital Management’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
1,953
-670
| -26% | -$95.4K | 0.02% | 263 |
|
|
2025
Q1 | $401K | Sell |
2,623
-54
| -2% | -$8.26K | 0.03% | 214 |
|
|
2024
Q4 | $400K | Hold |
2,677
| – | – | 0.02% | 223 |
|
|
2024
Q3 | $439K | Sell |
2,677
-91
| -3% | -$14.9K | 0.02% | 214 |
|
|
2024
Q2 | $384K | Buy |
+2,768
| New | +$384K | 0.02% | 229 |
|