AWAG
ARS Wealth Advisors Group’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Hold |
4,100
| – | – | 0.07% | 98 |
|
|
2025
Q1 | $627K | Hold |
4,100
| – | – | 0.09% | 81 |
|
|
2024
Q4 | $613K | Hold |
4,100
| – | – | 0.08% | 85 |
|
|
2024
Q3 | $672K | Hold |
4,100
| – | – | 0.08% | 88 |
|
|
2024
Q2 | $568K | Hold |
4,100
| – | – | 0.07% | 89 |
|
|
2024
Q1 | $566K | Hold |
4,100
| – | – | 0.08% | 90 |
|
|
2023
Q4 | $430K | Hold |
4,100
| – | – | 0.06% | 100 |
|
|
2023
Q3 | $388K | Hold |
4,100
| – | – | 0.06% | 102 |
|
|
2023
Q2 | $412K | Hold |
4,100
| – | – | 0.07% | 97 |
|
|
2023
Q1 | $333K | Hold |
4,100
| – | – | 0.06% | 96 |
|
|
2022
Q4 | $306K | Hold |
4,100
| – | – | 0.05% | 106 |
|
|
2022
Q3 | $339K | Hold |
4,100
| – | – | 0.05% | 110 |
|
|
2022
Q2 | $328K | Hold |
4,100
| – | – | 0.05% | 126 |
|
|
2022
Q1 | $464K | Sell |
4,100
-12
| -0.3% | -$1.36K | 0.08% | 82 |
|
|
2021
Q4 | $468K | Buy |
4,112
+12
| +0.3% | +$1.37K | 0.08% | 89 |
|
|
2021
Q3 | $477K | Buy |
+4,100
| New | +$477K | 0.09% | 84 |
|