Delta Financial Advisors’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$796K	Sell	5,585 -60	-1%	-$8.55K	0.28%	78
2025 Q1	$864K	Hold	5,645	–	–	0.32%	74
2024 Q4	$844K	Hold	5,645	–	–	0.31%	76
2024 Q3	$925K	Sell	5,645 -110	-2%	-$18K	0.34%	79
2024 Q2	$797K	Hold	5,755	–	–	0.31%	77
2024 Q1	$794K	Hold	5,755	–	–	0.31%	77
2023 Q4	$603K	Hold	5,755	–	–	0.26%	84
2023 Q3	$544K	Hold	5,755	–	–	0.25%	88
2023 Q2	$578K	Sell	5,755 -200	-3%	-$20.1K	0.26%	85
2023 Q1	$483K	Hold	5,955	–	–	0.23%	87
2022 Q4	$445K	Hold	5,955	–	–	0.22%	89
2022 Q3	$493K	Hold	5,955	–	–	0.26%	85
2022 Q2	$476K	Hold	5,955	–	–	0.24%	90
2022 Q1	$674K	Hold	5,955	–	–	0.29%	84
2021 Q4	$677K	Hold	5,955	–	–	0.28%	85
2021 Q3	$692K	Hold	5,955	–	–	0.31%	85
2021 Q2	$717K	Hold	5,955	–	–	0.32%	86
2021 Q1	$642K	Hold	5,955	–	–	0.3%	86
2020 Q4	$699K	Hold	5,955	–	–	0.35%	83
2020 Q3	$510K	Hold	5,955	–	–	0.28%	88
2020 Q2	$471K	Buy	5,955 +105	+2%	+$8.31K	0.28%	86
2020 Q1	$445K	Sell	5,850 -3,985	-41%	-$303K	0.31%	83
2019 Q4	$738K	Hold	9,835	–	–	0.29%	83
2019 Q3	$561K	Buy	9,835 +695	+8%	+$39.6K	0.23%	91
2019 Q2	$514K	Buy	+9,140	New	+$514K	0.21%	93