Delta Financial Advisors’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 | $742K | Hold |
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|
2025
Q2 | $796K | Sell |
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|
2025
Q1 | $864K | Hold |
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|
2024
Q4 | $844K | Hold |
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|
2024
Q3 | $925K | Sell |
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|
2024
Q2 | $797K | Hold |
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|
2024
Q1 | $794K | Hold |
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|
2023
Q4 | $603K | Hold |
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|
2023
Q3 | $544K | Hold |
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|
2023
Q2 | $578K | Sell |
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|
2023
Q1 | $483K | Hold |
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|
2022
Q4 | $445K | Hold |
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|
2022
Q3 | $493K | Hold |
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|
2022
Q2 | $476K | Hold |
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|
2022
Q1 | $674K | Hold |
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|
2021
Q4 | $677K | Hold |
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|
2021
Q3 | $692K | Hold |
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|
2021
Q2 | $717K | Hold |
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|
2021
Q1 | $642K | Hold |
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|
2020
Q4 | $699K | Hold |
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|
2020
Q3 | $510K | Hold |
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|
2020
Q2 | $471K | Buy |
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|
2020
Q1 | $445K | Sell |
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|
2019
Q4 | $738K | Hold |
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|
2019
Q3 | $561K | Buy |
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|
2019
Q2 | $514K | Buy |
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