Dynamic Advisor Solutions’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
$285K Sell
2025
Q2
$306K Buy
2025
Q1
$328K Buy
2024
Q4
$316K Buy
2024
Q3
$347K Sell
2024
Q2
$341K Sell
2024
Q1
$340K Buy
2023
Q4
$263K Sell
2023
Q3
$256K Sell
2023
Q2
$281K Buy
2022
Q2
Sell
2022
Q1
$244K Sell
2021
Q4
$248K Buy
2021
Q3
$251K Hold
2021
Q2
$260K Sell
2021
Q1
$255K Sell
2020
Q4
$283K Buy
2020
Q3
$205K Buy