Beese Fulmer Investment Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
1,530
| – | – | 0.02% | 273 |
|
|
2025
Q1 | $234K | Sell |
1,530
-135
| -8% | -$20.7K | 0.02% | 220 |
|
|
2024
Q4 | $249K | Sell |
1,665
-10
| -0.6% | -$1.5K | 0.02% | 200 |
|
|
2024
Q3 | $275K | Hold |
1,675
| – | – | 0.02% | 199 |
|
|
2024
Q2 | $232K | Sell |
1,675
-75
| -4% | -$10.4K | 0.02% | 202 |
|
|
2024
Q1 | $242K | Buy |
+1,750
| New | +$242K | 0.02% | 202 |
|
|
2021
Q4 | – | Sell |
-1,750
| Closed | -$203K | – | 248 |
|
|
2021
Q3 | $203K | Hold |
1,750
| – | – | 0.02% | 229 |
|
|
2021
Q2 | $211K | Buy |
+1,750
| New | +$211K | 0.02% | 212 |
|
|
2021
Q1 | – | Sell |
-1,750
| Closed | -$205K | – | 225 |
|
|
2020
Q4 | $205K | Buy |
+1,750
| New | +$205K | 0.03% | 196 |
|
|
2020
Q3 | – | Sell |
-1,750
| Closed | -$138K | – | 286 |
|
|
2020
Q2 | $138K | Buy |
+1,750
| New | +$138K | 0.02% | 214 |
|