Corient Private Wealth’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
22,629
-1,268
| -5% | -$181K | ﹤0.01% | 907 |
|
|
2025
Q1 | $3.66M | Sell |
23,897
-10,947
| -31% | -$1.67M | 0.01% | 777 |
|
|
2024
Q4 | $5.21M | Sell |
34,844
-2,075
| -6% | -$310K | 0.01% | 683 |
|
|
2024
Q3 | $6.05M | Sell |
36,919
-446
| -1% | -$73.1K | 0.01% | 675 |
|
|
2024
Q2 | $5.18M | Buy |
37,365
+7,441
| +25% | +$1.03M | 0.01% | 699 |
|
|
2024
Q1 | $4.13M | Buy |
29,924
+1,947
| +7% | +$269K | 0.01% | 759 |
|
|
2023
Q4 | $2.93M | Buy |
27,977
+23,652
| +547% | +$2.48M | 0.01% | 853 |
|
|
2023
Q3 | $409K | Buy |
4,325
+98
| +2% | +$9.26K | ﹤0.01% | 1593 |
|
|
2023
Q2 | $425K | Buy |
4,227
+729
| +21% | +$73.2K | ﹤0.01% | 1524 |
|
|
2023
Q1 | $284K | Buy |
+3,498
| New | +$284K | ﹤0.01% | 1628 |
|