Clearstead 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 | $235K | Buy |
1,651
+116
| +8% | +$16.5K | ﹤0.01% | 844 |
|
|
2025
Q1 | $235K | Hold |
1,535
| – | – | ﹤0.01% | 779 |
|
|
2024
Q4 | $230K | Hold |
1,535
| – | – | ﹤0.01% | 815 |
|
|
2024
Q3 | $252K | Buy |
1,535
+35
| +2% | +$5.74K | ﹤0.01% | 776 |
|
|
2024
Q2 | $208K | Hold |
1,500
| – | – | ﹤0.01% | 809 |
|
|
2024
Q1 | $205K | Hold |
1,500
| – | – | 0.01% | 465 |
|
|
2023
Q4 | $157K | Sell |
1,500
-1,500
| -50% | -$157K | 0.01% | 491 |
|
|
2023
Q3 | $284K | Buy |
3,000
+1,500
| +100% | +$142K | 0.01% | 495 |
|
|
2023
Q2 | $151K | Hold |
1,500
| – | – | 0.01% | 483 |
|
|
2023
Q1 | $122K | Hold |
1,500
| – | – | 0.01% | 475 |
|
|
2022
Q4 | $112K | Hold |
1,500
| – | – | 0.01% | 476 |
|
|
2022
Q3 | $124K | Hold |
1,500
| – | – | 0.01% | 431 |
|
|
2022
Q2 | $120K | Hold |
1,500
| – | – | 0.01% | 462 |
|
|
2022
Q1 | $170K | Hold |
1,500
| – | – | 0.01% | 429 |
|
|
2021
Q4 | $171K | Hold |
1,500
| – | – | 0.01% | 421 |
|
|
2021
Q3 | $174K | Hold |
1,500
| – | – | 0.01% | 388 |
|
|
2021
Q2 | $181K | Hold |
1,500
| – | – | 0.01% | 360 |
|
|
2021
Q1 | $162K | Hold |
1,500
| – | – | 0.01% | 361 |
|
|
2020
Q4 | $176K | Hold |
1,500
| – | – | 0.02% | 338 |
|
|
2020
Q3 | $128K | Hold |
1,500
| – | – | 0.01% | 335 |
|
|
2020
Q2 | $119K | Hold |
1,500
| – | – | 0.01% | 329 |
|
|
2020
Q1 | $114K | Buy |
+1,500
| New | +$114K | 0.02% | 312 |
|