EverSource Wealth Advisors’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Sell |
1,393
-537
| -28% | -$76.5K | 0.01% | 861 |
|
|
2025
Q1 | $295K | Buy |
1,930
+105
| +6% | +$16.1K | 0.02% | 535 |
|
|
2024
Q4 | $273K | Buy |
1,825
+4
| +0.2% | +$598 | 0.02% | 537 |
|
|
2024
Q3 | $299K | Buy |
1,821
+18
| +1% | +$2.95K | 0.02% | 449 |
|
|
2024
Q2 | $246K | Buy |
1,803
+946
| +110% | +$129K | 0.02% | 493 |
|
|
2024
Q1 | $119K | Buy |
857
+668
| +353% | +$92.9K | 0.01% | 646 |
|
|
2023
Q4 | $19.8K | Buy |
189
+2
| +1% | +$210 | ﹤0.01% | 1235 |
|
|
2023
Q3 | $17.7K | Sell |
187
-4
| -2% | -$378 | ﹤0.01% | 1172 |
|
|
2023
Q2 | $19.2K | Buy |
191
+11
| +6% | +$1.11K | ﹤0.01% | 1168 |
|
|
2023
Q1 | $14.6K | Buy |
180
+99
| +122% | +$8.03K | ﹤0.01% | 1207 |
|
|
2022
Q4 | $6.05K | Buy |
81
+35
| +76% | +$2.61K | ﹤0.01% | 1528 |
|
|
2022
Q3 | $4K | Buy |
46
+22
| +92% | +$1.91K | ﹤0.01% | 1426 |
|
|
2022
Q2 | $2K | Sell |
24
-77
| -76% | -$6.42K | ﹤0.01% | 1494 |
|
|
2022
Q1 | $12K | Buy |
101
+42
| +71% | +$4.99K | ﹤0.01% | 904 |
|
|
2021
Q4 | $7K | Buy |
+59
| New | +$7K | ﹤0.01% | 1101 |
|