Arax Advisory Partners’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.9K | Buy |
287
+48
| +20% | +$6.84K | ﹤0.01% | 1333 |
|
|
2025
Q1 | $36.6K | Buy |
239
+210
| +724% | +$32.1K | ﹤0.01% | 1068 |
|
|
2024
Q4 | $4.34K | Buy |
29
+3
| +12% | +$449 | ﹤0.01% | 1791 |
|
|
2024
Q3 | $4.26K | Buy |
26
+18
| +225% | +$2.95K | ﹤0.01% | 1785 |
|
|
2024
Q2 | $1.11K | Buy |
+8
| New | +$1.11K | ﹤0.01% | 2138 |
|
|
2021
Q3 | – | Sell |
-860
| Closed | -$104K | – | 1013 |
|
|
2021
Q2 | $104K | Buy |
+860
| New | +$104K | 0.01% | 327 |
|
|
2020
Q4 | $101K | Hold |
860
| – | – | 0.01% | 297 |
|
|
2020
Q3 | $74K | Sell |
860
-10
| -1% | -$860 | 0.01% | 311 |
|
|
2020
Q2 | $69K | Sell |
870
-352
| -29% | -$27.9K | 0.01% | 308 |
|
|
2020
Q1 | $93K | Buy |
1,222
+22
| +2% | +$1.67K | 0.02% | 240 |
|
|
2019
Q4 | $90K | Hold |
1,200
| – | – | 0.03% | 260 |
|
|
2019
Q3 | $68K | Hold |
1,200
| – | – | 0.02% | 286 |
|
|
2019
Q2 | $68K | Buy |
+1,200
| New | +$68K | 0.02% | 282 |
|
|
2018
Q4 | $62K | Buy |
1,200
+126
| +12% | +$6.51K | 0.02% | 246 |
|
|
2018
Q3 | $77K | Sell |
1,074
-237
| -18% | -$17K | 0.03% | 236 |
|
|
2018
Q2 | $91K | Buy |
1,311
+232
| +22% | +$16.1K | 0.04% | 169 |
|
|
2018
Q1 | $71K | Sell |
1,079
-1,440
| -57% | -$94.8K | 0.04% | 168 |
|
|
2017
Q4 | $181K | Hold |
2,519
| – | – | 0.08% | 108 |
|
|
2017
Q3 | $149K | Sell |
2,519
-26
| -1% | -$1.54K | 0.07% | 115 |
|
|
2017
Q2 | $166K | Buy |
2,545
+579
| +29% | +$37.8K | 0.08% | 107 |
|
|
2017
Q1 | $133K | Buy |
1,966
+122
| +7% | +$8.25K | 0.06% | 109 |
|
|
2016
Q4 | $118K | Buy |
+1,844
| New | +$118K | 0.06% | 105 |
|