CX Institutional’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
1,599
-15
| -0.9% | -$2.14K | 0.01% | 584 |
|
|
2025
Q1 | $247K | Buy |
1,614
+169
| +12% | +$25.9K | 0.01% | 526 |
|
|
2024
Q4 | $216K | Sell |
1,445
-28
| -2% | -$4.19K | 0.01% | 501 |
|
|
2024
Q3 | $241K | Sell |
1,473
-7
| -0.5% | -$1.15K | 0.01% | 509 |
|
|
2024
Q2 | $205K | Buy |
+1,480
| New | +$205K | 0.01% | 534 |
|
|
2022
Q3 | – | Sell |
-171
| Closed | -$14K | – | 640 |
|
|
2022
Q2 | $14K | Buy |
+171
| New | +$14K | ﹤0.01% | 896 |
|
|
2021
Q4 | – | Sell |
-237
| Closed | -$28K | – | 480 |
|
|
2021
Q3 | $28K | Sell |
237
-14
| -6% | -$1.65K | ﹤0.01% | 683 |
|
|
2021
Q2 | $30K | Buy |
251
+44
| +21% | +$5.26K | ﹤0.01% | 661 |
|
|
2021
Q1 | $22K | Buy |
207
+48
| +30% | +$5.1K | ﹤0.01% | 655 |
|
|
2020
Q4 | $19K | Buy |
159
+39
| +33% | +$4.66K | ﹤0.01% | 618 |
|
|
2020
Q3 | $10K | Buy |
120
+18
| +18% | +$1.5K | ﹤0.01% | 667 |
|
|
2020
Q2 | $8K | Buy |
102
+50
| +96% | +$3.92K | ﹤0.01% | 591 |
|
|
2020
Q1 | $4K | Buy |
52
+10
| +24% | +$769 | ﹤0.01% | 575 |
|
|
2019
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 622 |
|
|
2019
Q3 | $2K | Buy |
42
+24
| +133% | +$1.14K | ﹤0.01% | 722 |
|
|
2019
Q2 | $1K | Sell |
18
-5
| -22% | -$278 | ﹤0.01% | 833 |
|
|
2019
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 736 |
|