Curated Wealth Partners’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Hold |
18,535
| – | – | 0.31% | 21 |
|
|
2025
Q1 | $2.84M | Hold |
18,535
| – | – | 0.37% | 19 |
|
|
2024
Q4 | $2.77M | Hold |
18,535
| – | – | 0.32% | 17 |
|
|
2024
Q3 | $3.04M | Hold |
18,535
| – | – | 0.39% | 17 |
|
|
2024
Q2 | $2.57M | Buy |
+18,535
| New | +$2.57M | 0.36% | 18 |
|
|
2024
Q1 | – | Sell |
-18,535
| Closed | -$1.94M | – | 42 |
|
|
2023
Q4 | $1.94M | Hold |
18,535
| – | – | 0.32% | 22 |
|
|
2023
Q3 | $1.75M | Hold |
18,535
| – | – | 0.32% | 20 |
|
|
2023
Q2 | $1.86M | Hold |
18,535
| – | – | 0.36% | 20 |
|
|
2023
Q1 | $1.5M | Hold |
18,535
| – | – | 0.34% | 21 |
|
|
2022
Q4 | $1.38M | Sell |
18,535
-30
| -0.2% | -$2.24K | 0.34% | 22 |
|
|
2022
Q3 | $1.54M | Buy |
18,565
+30
| +0.2% | +$2.48K | 0.45% | 16 |
|
|
2022
Q2 | $1.48M | Hold |
18,535
| – | – | 0.44% | 17 |
|
|
2022
Q1 | $2.11M | Hold |
18,535
| – | – | 0.71% | 12 |
|
|
2021
Q4 | $2.11M | Hold |
18,535
| – | – | 0.68% | 13 |
|
|
2021
Q3 | $2.16M | Hold |
18,535
| – | – | 1.2% | 11 |
|
|
2021
Q2 | $2.23M | Hold |
18,535
| – | – | 1.22% | 13 |
|
|
2021
Q1 | $2M | Sell |
18,535
-2,015
| -10% | -$217K | 1.23% | 15 |
|
|
2020
Q4 | $2.41M | Buy |
+20,550
| New | +$2.41M | 1.56% | 11 |
|