Dopkins Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
1,500
| – | – | 0.1% | 78 |
|
|
2025
Q1 | $229K | Hold |
1,500
| – | – | 0.12% | 73 |
|
|
2024
Q4 | $224K | Hold |
1,500
| – | – | 0.11% | 73 |
|
|
2024
Q3 | $246K | Hold |
1,500
| – | – | 0.2% | 51 |
|
|
2024
Q2 | $208K | Hold |
1,500
| – | – | 0.13% | 77 |
|
|
2024
Q1 | $207K | Buy |
+1,500
| New | +$207K | 0.12% | 76 |
|