Atlas 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 | $358K | Sell |
2,515
-3,184
| -56% | -$454K | 0.04% | 305 |
|
|
2025
Q1 | $872K | Sell |
5,699
-65
| -1% | -$9.94K | 0.11% | 162 |
|
|
2024
Q4 | $862K | Sell |
5,764
-372
| -6% | -$55.6K | 0.11% | 162 |
|
|
2024
Q3 | $1.01M | Buy |
6,136
+775
| +14% | +$127K | 0.15% | 123 |
|
|
2024
Q2 | $743K | Sell |
5,361
-893
| -14% | -$124K | 0.1% | 165 |
|
|
2024
Q1 | $863K | Buy |
6,254
+3,615
| +137% | +$499K | 0.13% | 140 |
|
|
2023
Q4 | $276K | Buy |
2,639
+281
| +12% | +$29.4K | 0.04% | 313 |
|
|
2023
Q3 | $223K | Buy |
2,358
+723
| +44% | +$68.3K | 0.04% | 332 |
|
|
2023
Q2 | $164K | Buy |
1,635
+1,449
| +779% | +$146K | 0.02% | 396 |
|
|
2023
Q1 | $15.1K | Hold |
186
| – | – | ﹤0.01% | 711 |
|
|
2022
Q4 | $13.9K | Hold |
186
| – | – | ﹤0.01% | 698 |
|
|
2022
Q3 | $15.4K | Hold |
186
| – | – | ﹤0.01% | 676 |
|
|
2022
Q2 | $14.9K | Sell |
186
-621
| -77% | -$49.7K | ﹤0.01% | 716 |
|
|
2022
Q1 | $91.3K | Hold |
807
| – | – | 0.01% | 482 |
|
|
2021
Q4 | $91.8K | Sell |
807
-786
| -49% | -$89.4K | 0.01% | 465 |
|
|
2021
Q3 | $185K | Hold |
1,593
| – | – | 0.03% | 353 |
|
|
2021
Q2 | $192K | Hold |
1,593
| – | – | 0.03% | 363 |
|
|
2021
Q1 | $172K | Hold |
1,593
| – | – | 0.03% | 345 |
|
|
2020
Q4 | $187K | Buy |
+1,593
| New | +$187K | 0.04% | 313 |
|
|
2020
Q3 | – | Sell |
-1,593
| Closed | -$126K | – | 378 |
|
|
2020
Q2 | $126K | Hold |
1,593
| – | – | 0.03% | 370 |
|
|
2020
Q1 | $121K | Buy |
+1,593
| New | +$121K | 0.04% | 344 |
|
|
2018
Q4 | – | Sell |
-2,592
| Closed | -$188K | – | 570 |
|
|
2018
Q3 | $188K | Buy |
2,592
+1,847
| +248% | +$134K | 0.06% | 297 |
|
|
2018
Q2 | $53.1K | Hold |
745
| – | – | 0.02% | 395 |
|
|
2018
Q1 | $49.1K | Buy |
+745
| New | +$49.1K | 0.02% | 414 |
|