Dynamic Advisor Solutions’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
2,147
+4
| +0.2% | +$570 | 0.01% | 739 |
|
|
2025
Q1 | $328K | Buy |
2,143
+27
| +1% | +$4.13K | 0.01% | 679 |
|
|
2024
Q4 | $316K | Buy |
2,116
+2
| +0.1% | +$299 | 0.01% | 517 |
|
|
2024
Q3 | $347K | Sell |
2,114
-345
| -14% | -$56.6K | 0.01% | 708 |
|
|
2024
Q2 | $341K | Sell |
2,459
-1
| -0% | -$139 | 0.01% | 726 |
|
|
2024
Q1 | $340K | Buy |
2,460
+3
| +0.1% | +$414 | 0.01% | 718 |
|
|
2023
Q4 | $263K | Sell |
2,457
-255
| -9% | -$27.3K | 0.01% | 759 |
|
|
2023
Q3 | $256K | Sell |
2,712
-83
| -3% | -$7.85K | 0.01% | 707 |
|
|
2023
Q2 | $281K | Buy |
+2,795
| New | +$281K | 0.01% | 647 |
|
|
2022
Q2 | – | Sell |
-2,156
| Closed | -$244K | – | 712 |
|
|
2022
Q1 | $244K | Sell |
2,156
-24
| -1% | -$2.72K | 0.02% | 618 |
|
|
2021
Q4 | $248K | Buy |
2,180
+19
| +0.9% | +$2.16K | 0.02% | 621 |
|
|
2021
Q3 | $251K | Hold |
2,161
| – | – | 0.02% | 628 |
|
|
2021
Q2 | $260K | Sell |
2,161
-204
| -9% | -$24.5K | 0.02% | 590 |
|
|
2021
Q1 | $255K | Sell |
2,365
-46
| -2% | -$4.96K | 0.02% | 538 |
|
|
2020
Q4 | $283K | Buy |
2,411
+21
| +0.9% | +$2.47K | 0.03% | 506 |
|
|
2020
Q3 | $205K | Buy |
+2,390
| New | +$205K | 0.02% | 522 |
|