Financial Engines Advisors’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
13,779
+514
| +4% | +$73.2K | ﹤0.01% | 222 |
|
|
2025
Q1 | $2.03M | Sell |
13,265
-1,847
| -12% | -$283K | ﹤0.01% | 191 |
|
|
2024
Q4 | $2.26M | Buy |
15,112
+403
| +3% | +$60.3K | ﹤0.01% | 190 |
|
|
2024
Q3 | $2.41M | Sell |
14,709
-752
| -5% | -$123K | 0.01% | 172 |
|
|
2024
Q2 | $2.14M | Sell |
15,461
-567
| -4% | -$78.6K | ﹤0.01% | 166 |
|
|
2024
Q1 | $2.21M | Sell |
16,028
-286
| -2% | -$39.5K | 0.01% | 159 |
|
|
2023
Q4 | $1.71M | Buy |
16,314
+103
| +0.6% | +$10.8K | ﹤0.01% | 153 |
|
|
2023
Q3 | $1.53M | Sell |
16,211
-44
| -0.3% | -$4.16K | ﹤0.01% | 143 |
|
|
2023
Q2 | $1.63M | Sell |
16,255
-127
| -0.8% | -$12.8K | ﹤0.01% | 146 |
|
|
2023
Q1 | $1.33M | Sell |
16,382
-56
| -0.3% | -$4.54K | ﹤0.01% | 163 |
|
|
2022
Q4 | $1.23M | Sell |
16,438
-2,020
| -11% | -$151K | ﹤0.01% | 152 |
|
|
2022
Q3 | $1.53M | Sell |
18,458
-1,157
| -6% | -$95.7K | 0.01% | 127 |
|
|
2022
Q2 | $1.57M | Sell |
19,615
-683
| -3% | -$54.6K | ﹤0.01% | 129 |
|
|
2022
Q1 | $2.3M | Buy |
20,298
+1,060
| +6% | +$120K | 0.01% | 110 |
|
|
2021
Q4 | $2.19M | Sell |
19,238
-858
| -4% | -$97.6K | 0.01% | 90 |
|
|
2021
Q3 | $2.34M | Sell |
20,096
-1,629
| -7% | -$189K | 0.01% | 80 |
|
|
2021
Q2 | $2.62M | Sell |
21,725
-2,276
| -9% | -$274K | 0.01% | 68 |
|
|
2021
Q1 | $2.59M | Buy |
24,001
+63
| +0.3% | +$6.79K | 0.01% | 81 |
|
|
2020
Q4 | $2.81M | Sell |
23,938
-2,822
| -11% | -$331K | 0.01% | 80 |
|
|
2020
Q3 | $2.29M | Buy |
26,760
+1,008
| +4% | +$86.3K | 0.01% | 81 |
|
|
2020
Q2 | $2.04M | Sell |
25,752
-1,513
| -6% | -$120K | 0.01% | 79 |
|
|
2020
Q1 | $2.07M | Sell |
27,265
-3,540
| -11% | -$269K | 0.01% | 78 |
|
|
2019
Q4 | $2.31M | Buy |
30,805
+131
| +0.4% | +$9.83K | 0.01% | 73 |
|
|
2019
Q3 | $1.75M | Sell |
30,674
-3,049
| -9% | -$174K | 0.01% | 78 |
|
|
2019
Q2 | $1.9M | Sell |
33,723
-386
| -1% | -$21.7K | 0.01% | 72 |
|
|
2019
Q1 | $1.85M | Buy |
34,109
+1,382
| +4% | +$75K | 0.01% | 74 |
|
|
2018
Q4 | $1.68M | Sell |
32,727
-2,181
| -6% | -$112K | 0.01% | 71 |
|
|
2018
Q3 | $2.5M | Sell |
34,908
-7,651
| -18% | -$548K | 0.05% | 33 |
|
|
2018
Q2 | $2.96M | Buy |
42,559
+7,266
| +21% | +$505K | 0.07% | 32 |
|
|
2018
Q1 | $2.33M | Sell |
35,293
-4,109
| -10% | -$271K | 0.07% | 33 |
|
|
2017
Q4 | $2.85M | Sell |
39,402
-18,067
| -31% | -$1.31M | 0.08% | 29 |
|
|
2017
Q3 | $3.41M | Buy |
57,469
+26,849
| +88% | +$1.59M | 0.11% | 23 |
|
|
2017
Q2 | $1.98M | Buy |
30,620
+248
| +0.8% | +$16.1K | 0.09% | 30 |
|
|
2017
Q1 | $2.06M | Sell |
30,372
-1,653
| -5% | -$112K | 0.1% | 31 |
|
|
2016
Q4 | $2.06M | Sell |
32,025
-4,813
| -13% | -$309K | 0.1% | 27 |
|
|
2016
Q3 | $2.43M | Buy |
36,838
+696
| +2% | +$46K | 1.94% | 18 |
|
|
2016
Q2 | $2.79M | Buy |
36,142
+6,579
| +22% | +$509K | 2.34% | 15 |
|
|
2016
Q1 | $2.17M | Sell |
29,563
-1,563
| -5% | -$115K | 1.8% | 19 |
|
|
2015
Q4 | $2.17M | Buy |
31,126
+17,451
| +128% | +$1.22M | 1.73% | 18 |
|
|
2015
Q3 | $989K | Buy |
13,675
+838
| +7% | +$60.6K | 0.7% | 23 |
|
|
2015
Q2 | $1.02M | Buy |
+12,837
| New | +$1.02M | 0.61% | 26 |
|