Creative Planning’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Buy |
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|
2025
Q2 | $1.24M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $842K | Sell |
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|
2023
Q3 | $982K | Sell |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $884K | Buy |
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|
2022
Q4 | $783K | Buy |
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|
2022
Q3 | $705K | Buy |
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|
2022
Q2 | $625K | Sell |
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|
2022
Q1 | $911K | Buy |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $720K | Sell |
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|
2021
Q2 | $768K | Buy |
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|
2021
Q1 | $673K | Buy |
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|
2020
Q4 | $720K | Buy |
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|
2020
Q3 | $523K | Buy |
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|
2020
Q2 | $453K | Sell |
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|
2020
Q1 | $438K | Sell |
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|
2019
Q4 | $567K | Sell |
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|
2019
Q3 | $552K | Buy |
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|
2019
Q2 | $407K | Buy |
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|
2019
Q1 | $379K | Sell |
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|
2018
Q4 | $476K | Buy |
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|
2018
Q3 | $611K | Sell |
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|
2018
Q2 | $884K | Sell |
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|
2018
Q1 | $862K | Sell |
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|
2017
Q4 | $949K | Buy |
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|
2017
Q3 | $718K | Sell |
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|
2017
Q2 | $805K | Buy |
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|
2017
Q1 | $729K | Buy |
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|
2016
Q4 | $296K | Buy |
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|
2016
Q3 | $281K | Buy |
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|
2016
Q2 | $306K | Buy |
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|
2016
Q1 | $198K | Buy |
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|
2015
Q4 | $185K | Sell |
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|
2015
Q3 | $247K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $284K | Buy |
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|
2014
Q4 | $220K | Buy |
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|
2014
Q3 | $163K | Sell |
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|
2014
Q2 | $179K | Buy |
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|
2014
Q1 | $19K | Sell |
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|
2013
Q4 | $70K | Buy |
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|
2013
Q3 | $48K | Sell |
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|
2013
Q2 | $59K | Buy |
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