Creative Planning’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
8,736
+907
| +12% | +$129K | ﹤0.01% | 1670 |
|
|
2025
Q1 | $1.2M | Buy |
7,829
+20
| +0.3% | +$3.06K | ﹤0.01% | 1569 |
|
|
2024
Q4 | $1.17M | Buy |
7,809
+209
| +3% | +$31.3K | ﹤0.01% | 1520 |
|
|
2024
Q3 | $1.25M | Sell |
7,600
-697
| -8% | -$114K | ﹤0.01% | 1350 |
|
|
2024
Q2 | $1.15M | Buy |
8,297
+394
| +5% | +$54.6K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $1.09M | Sell |
7,903
-137
| -2% | -$18.9K | ﹤0.01% | 1280 |
|
|
2023
Q4 | $842K | Sell |
8,040
-2,346
| -23% | -$246K | ﹤0.01% | 1330 |
|
|
2023
Q3 | $982K | Sell |
10,386
-878
| -8% | -$83K | ﹤0.01% | 1164 |
|
|
2023
Q2 | $1.13M | Buy |
11,264
+361
| +3% | +$36.3K | ﹤0.01% | 1069 |
|
|
2023
Q1 | $884K | Buy |
10,903
+417
| +4% | +$33.8K | ﹤0.01% | 1139 |
|
|
2022
Q4 | $783K | Buy |
10,486
+1,966
| +23% | +$147K | ﹤0.01% | 1155 |
|
|
2022
Q3 | $705K | Buy |
8,520
+703
| +9% | +$58.2K | ﹤0.01% | 1125 |
|
|
2022
Q2 | $625K | Sell |
7,817
-236
| -3% | -$18.9K | ﹤0.01% | 1189 |
|
|
2022
Q1 | $911K | Buy |
8,053
+1,564
| +24% | +$177K | ﹤0.01% | 1031 |
|
|
2021
Q4 | $738K | Buy |
6,489
+297
| +5% | +$33.8K | ﹤0.01% | 1098 |
|
|
2021
Q3 | $720K | Sell |
6,192
-181
| -3% | -$21K | ﹤0.01% | 1109 |
|
|
2021
Q2 | $768K | Buy |
6,373
+130
| +2% | +$15.7K | ﹤0.01% | 1051 |
|
|
2021
Q1 | $673K | Buy |
6,243
+113
| +2% | +$12.2K | ﹤0.01% | 1232 |
|
|
2020
Q4 | $720K | Buy |
6,130
+28
| +0.5% | +$3.29K | ﹤0.01% | 1101 |
|
|
2020
Q3 | $523K | Buy |
6,102
+382
| +7% | +$32.7K | ﹤0.01% | 1099 |
|
|
2020
Q2 | $453K | Sell |
5,720
-33
| -0.6% | -$2.61K | ﹤0.01% | 1071 |
|
|
2020
Q1 | $438K | Sell |
5,753
-1,798
| -24% | -$137K | ﹤0.01% | 1003 |
|
|
2019
Q4 | $567K | Sell |
7,551
-2,121
| -22% | -$159K | ﹤0.01% | 1037 |
|
|
2019
Q3 | $552K | Buy |
9,672
+2,441
| +34% | +$139K | ﹤0.01% | 1004 |
|
|
2019
Q2 | $407K | Buy |
7,231
+250
| +4% | +$14.1K | ﹤0.01% | 1184 |
|
|
2019
Q1 | $379K | Sell |
6,981
-2,263
| -24% | -$123K | ﹤0.01% | 1192 |
|
|
2018
Q4 | $476K | Buy |
9,244
+717
| +8% | +$36.9K | ﹤0.01% | 982 |
|
|
2018
Q3 | $611K | Sell |
8,527
-4,201
| -33% | -$301K | ﹤0.01% | 969 |
|
|
2018
Q2 | $884K | Sell |
12,728
-348
| -3% | -$24.2K | ﹤0.01% | 805 |
|
|
2018
Q1 | $862K | Sell |
13,076
-61
| -0.5% | -$4.02K | ﹤0.01% | 804 |
|
|
2017
Q4 | $949K | Buy |
13,137
+1,044
| +9% | +$75.4K | ﹤0.01% | 754 |
|
|
2017
Q3 | $718K | Sell |
12,093
-337
| -3% | -$20K | ﹤0.01% | 858 |
|
|
2017
Q2 | $805K | Buy |
12,430
+1,705
| +16% | +$110K | ﹤0.01% | 785 |
|
|
2017
Q1 | $729K | Buy |
10,725
+6,120
| +133% | +$416K | ﹤0.01% | 791 |
|
|
2016
Q4 | $296K | Buy |
4,605
+345
| +8% | +$22.2K | ﹤0.01% | 1188 |
|
|
2016
Q3 | $281K | Buy |
4,260
+300
| +8% | +$19.8K | ﹤0.01% | 1204 |
|
|
2016
Q2 | $306K | Buy |
3,960
+1,262
| +47% | +$97.5K | ﹤0.01% | 1028 |
|
|
2016
Q1 | $198K | Buy |
2,698
+50
| +2% | +$3.67K | ﹤0.01% | 1218 |
|
|
2015
Q4 | $185K | Sell |
2,648
-772
| -23% | -$53.9K | ﹤0.01% | 1235 |
|
|
2015
Q3 | $247K | Buy |
+3,420
| New | +$247K | ﹤0.01% | 1067 |
|
|
2015
Q2 | – | Sell |
-3,500
| Closed | -$284K | – | 1518 |
|
|
2015
Q1 | $284K | Buy |
3,500
+601
| +21% | +$48.8K | ﹤0.01% | 1022 |
|
|
2014
Q4 | $220K | Buy |
2,899
+664
| +30% | +$50.4K | ﹤0.01% | 1081 |
|
|
2014
Q3 | $163K | Sell |
2,235
-243
| -10% | -$17.7K | ﹤0.01% | 1174 |
|
|
2014
Q2 | $179K | Buy |
2,478
+2,198
| +785% | +$159K | ﹤0.01% | 1085 |
|
|
2014
Q1 | $19K | Sell |
280
-820
| -75% | -$55.6K | ﹤0.01% | 2379 |
|
|
2013
Q4 | $70K | Buy |
1,100
+260
| +31% | +$16.5K | ﹤0.01% | 1395 |
|
|
2013
Q3 | $48K | Sell |
840
-130
| -13% | -$7.43K | ﹤0.01% | 1532 |
|
|
2013
Q2 | $59K | Buy |
+970
| New | +$59K | ﹤0.01% | 1293 |
|