FSG
Financial Strategies Group’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
5,456
+768
| +16% | +$109K | 0.16% | 54 |
|
|
2025
Q1 | $686K | Buy |
4,688
+831
| +22% | +$122K | 0.16% | 52 |
|
|
2024
Q4 | $592K | Buy |
3,857
+722
| +23% | +$111K | 0.14% | 52 |
|
|
2024
Q3 | $507K | Buy |
3,135
+504
| +19% | +$81.6K | 0.12% | 55 |
|
|
2024
Q2 | $363K | Buy |
+2,631
| New | +$363K | 0.09% | 65 |
|