Bell Investment 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 | $2.42K | Hold |
17
| – | – | ﹤0.01% | 1298 |
|
|
2025
Q1 | $2.6K | Hold |
17
| – | – | ﹤0.01% | 1200 |
|
|
2024
Q4 | $2.54K | Sell |
17
-5
| -23% | -$748 | ﹤0.01% | 1236 |
|
|
2024
Q3 | $3.61K | Hold |
22
| – | – | ﹤0.01% | 1093 |
|
|
2024
Q2 | $3.05K | Buy |
22
+5
| +29% | +$693 | ﹤0.01% | 1166 |
|
|
2024
Q1 | $2.35K | Hold |
17
| – | – | ﹤0.01% | 1289 |
|
|
2023
Q4 | $1.78K | Buy |
17
+10
| +143% | +$1.05K | ﹤0.01% | 1376 |
|
|
2023
Q3 | $662 | Hold |
7
| – | – | ﹤0.01% | 1683 |
|
|
2023
Q2 | $704 | Hold |
7
| – | – | ﹤0.01% | 1689 |
|
|
2023
Q1 | $568 | Buy |
+7
| New | +$568 | ﹤0.01% | 1768 |
|
|
2022
Q4 | – | Sell |
-12
| Closed | -$1K | – | 1956 |
|
|
2022
Q3 | $1K | Buy |
12
+6
| +100% | +$500 | ﹤0.01% | 1381 |
|
|
2022
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1751 |
|
|
2021
Q4 | – | Sell |
-21
| Closed | -$2K | – | 1821 |
|
|
2021
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1056 |
|