EverSource Wealth Advisors’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 | $73.9K | Sell |
|
|||||
|
2025
Q2 | $198K | Sell |
|
|||||
|
2025
Q1 | $295K | Buy |
|
|||||
|
2024
Q4 | $273K | Buy |
|
|||||
|
2024
Q3 | $299K | Buy |
|
|||||
|
2024
Q2 | $246K | Buy |
|
|||||
|
2024
Q1 | $119K | Buy |
|
|||||
|
2023
Q4 | $19.8K | Buy |
|
|||||
|
2023
Q3 | $17.7K | Sell |
|
|||||
|
2023
Q2 | $19.2K | Buy |
|
|||||
|
2023
Q1 | $14.6K | Buy |
|
|||||
|
2022
Q4 | $6.05K | Buy |
|
|||||
|
2022
Q3 | $4K | Buy |
|
|||||
|
2022
Q2 | $2K | Sell |
|
|||||
|
2022
Q1 | $12K | Buy |
|
|||||
|
2021
Q4 | $7K | Buy |
|