Carson Wealth (CWM LLC)’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
1,518
-26
| -2% | -$3.7K | ﹤0.01% | 2111 |
|
|
2025
Q1 | $236K | Sell |
1,544
-369
| -19% | -$56.4K | ﹤0.01% | 1814 |
|
|
2024
Q4 | $286K | Buy |
1,913
+57
| +3% | +$8.52K | ﹤0.01% | 1620 |
|
|
2024
Q3 | $304K | Sell |
1,856
-69
| -4% | -$11.3K | ﹤0.01% | 1535 |
|
|
2024
Q2 | $267K | Sell |
1,925
-158
| -8% | -$21.9K | ﹤0.01% | 1443 |
|
|
2024
Q1 | $288K | Buy |
2,083
+546
| +36% | +$75.5K | ﹤0.01% | 1349 |
|
|
2023
Q4 | $161K | Buy |
1,537
+414
| +37% | +$43.4K | ﹤0.01% | 1512 |
|
|
2023
Q3 | $106K | Buy |
1,123
+113
| +11% | +$10.7K | ﹤0.01% | 1587 |
|
|
2023
Q2 | $101K | Buy |
1,010
+180
| +22% | +$18K | ﹤0.01% | 1556 |
|
|
2023
Q1 | $67K | Buy |
830
+364
| +78% | +$29.4K | ﹤0.01% | 1709 |
|
|
2022
Q4 | $35K | Sell |
466
-553
| -54% | -$41.5K | ﹤0.01% | 1971 |
|
|
2022
Q3 | $84K | Buy |
1,019
+423
| +71% | +$34.9K | ﹤0.01% | 1409 |
|
|
2022
Q2 | $48K | Buy |
596
+164
| +38% | +$13.2K | ﹤0.01% | 1646 |
|
|
2022
Q1 | $49K | Buy |
432
+262
| +154% | +$29.7K | ﹤0.01% | 1617 |
|
|
2021
Q4 | $19K | Buy |
+170
| New | +$19K | ﹤0.01% | 2013 |
|
|
2021
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 2403 |
|
|
2021
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 2403 |
|
|
2020
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 2403 |
|
|
2020
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 2403 |
|
|
2020
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 2403 |
|
|
2020
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 2403 |
|
|
2019
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 2403 |
|
|
2019
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 2403 |
|
|
2019
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 2403 |
|
|
2019
Q1 | $4K | Buy |
36
+9
| +33% | +$1K | ﹤0.01% | 2403 |
|
|
2018
Q4 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1868 |
|
|
2017
Q4 | – | Sell |
-30
| Closed | -$2K | – | 1482 |
|
|
2017
Q3 | $2K | Buy |
30
+15
| +100% | +$1K | ﹤0.01% | 1279 |
|
|
2017
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1085 |
|