Curated Wealth Partners’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 | $2.46M | Hold |
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|
2025
Q2 | $2.64M | Hold |
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|
2025
Q1 | $2.84M | Hold |
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|
2024
Q4 | $2.77M | Hold |
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|
2024
Q3 | $3.04M | Hold |
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|
2024
Q2 | $2.57M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.94M | Hold |
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|
2023
Q3 | $1.75M | Hold |
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|
2023
Q2 | $1.86M | Hold |
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|
2023
Q1 | $1.5M | Hold |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.48M | Hold |
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|
2022
Q1 | $2.11M | Hold |
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|
2021
Q4 | $2.11M | Hold |
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|
2021
Q3 | $2.15M | Hold |
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|
2021
Q2 | $2.23M | Hold |
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|
2021
Q1 | $2M | Sell |
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|
2020
Q4 | $2.41M | Buy |
|