Coldstream Capital Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
1,946
-801
| -29% | -$114K | ﹤0.01% | 926 |
|
|
2025
Q1 | $420K | Buy |
2,747
+104
| +4% | +$15.9K | 0.01% | 690 |
|
|
2024
Q4 | $395K | Sell |
2,643
-121
| -4% | -$18.1K | 0.01% | 697 |
|
|
2024
Q3 | $452K | Buy |
2,764
+7
| +0.3% | +$1.15K | 0.01% | 644 |
|
|
2024
Q2 | $382K | Buy |
2,757
+37
| +1% | +$5.13K | 0.01% | 667 |
|
|
2024
Q1 | $375K | Buy |
2,720
+44
| +2% | +$6.07K | 0.01% | 671 |
|
|
2023
Q4 | $280K | Buy |
+2,676
| New | +$280K | 0.01% | 734 |
|