Checchi Capital Advisers’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
1,756
+37
| +2% | +$5.27K | 0.01% | 493 |
|
|
2025
Q1 | $263K | Sell |
1,719
-2
| -0.1% | -$306 | 0.01% | 487 |
|
|
2024
Q4 | $257K | Sell |
1,721
-18
| -1% | -$2.69K | 0.02% | 474 |
|
|
2024
Q3 | $285K | Sell |
1,739
-32
| -2% | -$5.25K | 0.02% | 452 |
|
|
2024
Q2 | $245K | Hold |
1,771
| – | – | 0.01% | 482 |
|
|
2024
Q1 | $244K | Buy |
+1,771
| New | +$244K | 0.02% | 497 |
|
|
2021
Q3 | – | Sell |
-1,668
| Closed | -$201K | – | 525 |
|
|
2021
Q2 | $201K | Buy |
+1,668
| New | +$201K | 0.02% | 499 |
|
|
2021
Q1 | – | Sell |
-1,889
| Closed | -$222K | – | 513 |
|
|
2020
Q4 | $222K | Buy |
+1,889
| New | +$222K | 0.02% | 423 |
|
|
2016
Q3 | – | Sell |
-1,556
| Closed | -$120K | – | 619 |
|
|
2016
Q2 | $120K | Buy |
1,556
+37
| +2% | +$2.85K | 0.01% | 502 |
|
|
2016
Q1 | $111K | Buy |
+1,519
| New | +$111K | 0.02% | 537 |
|