Envestnet Asset 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 | $2.3M | Sell |
16,149
-39,106
| -71% | -$5.57M | ﹤0.01% | 2727 |
|
|
2025
Q1 | $8.45M | Buy |
55,255
+4,048
| +8% | +$619K | ﹤0.01% | 1782 |
|
|
2024
Q4 | $7.66M | Sell |
51,207
-50,728
| -50% | -$7.59M | ﹤0.01% | 1819 |
|
|
2024
Q3 | $16.7M | Sell |
101,935
-4,176
| -4% | -$685K | 0.01% | 1298 |
|
|
2024
Q2 | $14.7M | Sell |
106,111
-2,218
| -2% | -$307K | 0.01% | 1309 |
|
|
2024
Q1 | $15M | Sell |
108,329
-5,069
| -4% | -$700K | 0.01% | 1279 |
|
|
2023
Q4 | $11.9M | Sell |
113,398
-6,961
| -6% | -$729K | ﹤0.01% | 1325 |
|
|
2023
Q3 | $11.4M | Buy |
120,359
+13,818
| +13% | +$1.31M | 0.01% | 1286 |
|
|
2023
Q2 | $10.7M | Buy |
106,541
+58,197
| +120% | +$5.85M | ﹤0.01% | 1257 |
|
|
2023
Q1 | $3.92M | Buy |
48,344
+18,445
| +62% | +$1.5M | ﹤0.01% | 1775 |
|
|
2022
Q4 | $2.23M | Sell |
29,899
-14,575
| -33% | -$1.09M | ﹤0.01% | 2084 |
|
|
2022
Q3 | $3.68M | Sell |
44,474
-1,751
| -4% | -$145K | ﹤0.01% | 1693 |
|
|
2022
Q2 | $3.7M | Sell |
46,225
-8
| -0% | -$640 | ﹤0.01% | 1696 |
|
|
2022
Q1 | $5.23M | Sell |
46,233
-20,767
| -31% | -$2.35M | ﹤0.01% | 1577 |
|
|
2021
Q4 | $7.62M | Sell |
67,000
-43,709
| -39% | -$4.97M | ﹤0.01% | 1344 |
|
|
2021
Q3 | $12.9M | Buy |
110,709
+3,428
| +3% | +$399K | 0.01% | 1005 |
|
|
2021
Q2 | $12.9M | Sell |
107,281
-5,323
| -5% | -$641K | 0.01% | 991 |
|
|
2021
Q1 | $12.1M | Sell |
112,604
-61,465
| -35% | -$6.62M | 0.01% | 941 |
|
|
2020
Q4 | $20.4M | Sell |
174,069
-38,607
| -18% | -$4.53M | 0.02% | 615 |
|
|
2020
Q3 | $18.2M | Buy |
212,676
+4,030
| +2% | +$345K | 0.02% | 588 |
|
|
2020
Q2 | $16.5M | Sell |
208,646
-3,469
| -2% | -$274K | 0.02% | 592 |
|
|
2020
Q1 | $16.1M | Buy |
212,115
+161,334
| +318% | +$12.3M | 0.02% | 519 |
|
|
2019
Q4 | $3.81M | Buy |
50,781
+43,749
| +622% | +$3.28M | ﹤0.01% | 1276 |
|
|
2019
Q3 | $401K | Buy |
7,032
+669
| +11% | +$38.2K | ﹤0.01% | 2492 |
|
|
2019
Q2 | $358K | Sell |
6,363
-4,743
| -43% | -$267K | ﹤0.01% | 2557 |
|
|
2019
Q1 | $603K | Buy |
11,106
+5,171
| +87% | +$281K | ﹤0.01% | 2218 |
|
|
2018
Q4 | $305K | Buy |
+5,935
| New | +$305K | ﹤0.01% | 2414 |
|
|
2018
Q3 | – | Sell |
-22,292
| Closed | -$1.55M | – | 1597 |
|
|
2018
Q2 | $1.55M | Sell |
22,292
-394
| -2% | -$27.4K | ﹤0.01% | 893 |
|
|
2018
Q1 | $1.5M | Sell |
22,686
-33,597
| -60% | -$2.21M | ﹤0.01% | 808 |
|
|
2017
Q4 | $4.07M | Sell |
56,283
-10,495
| -16% | -$758K | 0.01% | 668 |
|
|
2017
Q3 | $3.96M | Sell |
66,778
-3,746
| -5% | -$222K | 0.01% | 642 |
|
|
2017
Q2 | $4.57M | Buy |
70,524
+2,346
| +3% | +$152K | 0.01% | 601 |
|
|
2017
Q1 | $4.63M | Buy |
68,178
+3,374
| +5% | +$229K | 0.01% | 597 |
|
|
2016
Q4 | $4.16M | Buy |
64,804
+20,228
| +45% | +$1.3M | 0.02% | 625 |
|
|
2016
Q3 | $2.95M | Buy |
44,576
+4,181
| +10% | +$276K | 0.01% | 778 |
|
|
2016
Q2 | $3.12M | Buy |
40,395
+947
| +2% | +$73.2K | 0.01% | 815 |
|
|
2016
Q1 | $2.9M | Sell |
39,448
-456
| -1% | -$33.5K | 0.01% | 813 |
|
|
2015
Q4 | $2.78M | Buy |
39,904
+340
| +0.9% | +$23.7K | 0.01% | 805 |
|
|
2015
Q3 | $2.86M | Buy |
39,564
+3,291
| +9% | +$238K | 0.01% | 794 |
|
|
2015
Q2 | $2.88M | Sell |
36,273
-31
| -0.1% | -$2.46K | 0.01% | 866 |
|
|
2015
Q1 | $2.95M | Buy |
36,304
+32,834
| +946% | +$2.67M | 0.02% | 790 |
|
|
2014
Q4 | $263K | Buy |
3,470
+165
| +5% | +$12.5K | ﹤0.01% | 909 |
|
|
2014
Q3 | $242K | Sell |
3,305
-208
| -6% | -$15.2K | ﹤0.01% | 1017 |
|
|
2014
Q2 | $254K | Buy |
3,513
+1,445
| +70% | +$104K | ﹤0.01% | 937 |
|
|
2014
Q1 | $142K | Buy |
2,068
+188
| +10% | +$12.9K | ﹤0.01% | 1028 |
|
|
2013
Q4 | $119K | Sell |
1,880
-47
| -2% | -$2.98K | ﹤0.01% | 967 |
|
|
2013
Q3 | $110K | Buy |
1,927
+199
| +12% | +$11.4K | ﹤0.01% | 949 |
|
|
2013
Q2 | $104K | Buy |
+1,728
| New | +$104K | ﹤0.01% | 963 |
|