Burney Company’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,391
| Closed | -$208K | – | 583 |
|
|
2024
Q4 | $208K | Sell |
1,391
-268
| -16% | -$40.1K | 0.01% | 569 |
|
|
2024
Q3 | $272K | Sell |
1,659
-260
| -14% | -$42.6K | 0.01% | 533 |
|
|
2024
Q2 | $266K | Sell |
1,919
-435
| -18% | -$60.3K | 0.01% | 532 |
|
|
2024
Q1 | $325K | Sell |
2,354
-506
| -18% | -$69.9K | 0.01% | 514 |
|
|
2023
Q4 | $300K | Sell |
2,860
-1,094
| -28% | -$115K | 0.01% | 500 |
|
|
2023
Q3 | $374K | Sell |
3,954
-928
| -19% | -$87.7K | 0.02% | 445 |
|
|
2023
Q2 | $490K | Sell |
4,882
-400
| -8% | -$40.2K | 0.02% | 414 |
|
|
2023
Q1 | $428K | Sell |
5,282
-955
| -15% | -$77.5K | 0.02% | 432 |
|
|
2022
Q4 | $466K | Sell |
6,237
-1,007
| -14% | -$75.2K | 0.02% | 415 |
|
|
2022
Q3 | $600K | Sell |
7,244
-1,163
| -14% | -$96.3K | 0.03% | 376 |
|
|
2022
Q2 | $672K | Sell |
8,407
-1,685
| -17% | -$135K | 0.04% | 360 |
|
|
2022
Q1 | $1.14M | Sell |
10,092
-1,161
| -10% | -$131K | 0.05% | 311 |
|
|
2021
Q4 | $1.28M | Sell |
11,253
-27,698
| -71% | -$3.15M | 0.06% | 287 |
|
|
2021
Q3 | $4.53M | Buy |
38,951
+8,483
| +28% | +$986K | 0.21% | 137 |
|
|
2021
Q2 | $3.67M | Buy |
+30,468
| New | +$3.67M | 0.17% | 156 |
|