First Citizens Bank & Trust’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,091
| Closed | -$3M | – | 520 |
|
|
2024
Q4 | $3M | Sell |
20,091
-1,907
| -9% | -$285K | 0.06% | 147 |
|
|
2024
Q3 | $3.61M | Sell |
21,998
-297
| -1% | -$48.7K | 0.08% | 139 |
|
|
2024
Q2 | $3.09M | Sell |
22,295
-2,930
| -12% | -$406K | 0.06% | 150 |
|
|
2024
Q1 | $3.48M | Buy |
25,225
+924
| +4% | +$128K | 0.07% | 136 |
|
|
2023
Q4 | $2.55M | Buy |
24,301
+10
| +0% | +$1.05K | 0.05% | 142 |
|
|
2023
Q3 | $2.3M | Sell |
24,291
-11,496
| -32% | -$1.09M | 0.04% | 144 |
|
|
2023
Q2 | $3.6M | Sell |
35,787
-679
| -2% | -$68.2K | 0.07% | 113 |
|
|
2023
Q1 | $2.96M | Buy |
+36,466
| New | +$2.96M | 0.06% | 123 |
|
|
2015
Q2 | – | Sell |
-2,800
| Closed | -$228K | – | 419 |
|
|
2015
Q1 | $228K | Hold |
2,800
| – | – | 0.02% | 351 |
|
|
2014
Q4 | $212K | Buy |
+2,800
| New | +$212K | 0.02% | 310 |
|
|
2013
Q4 | – | Sell |
-17,342
| Closed | -$987K | – | 463 |
|
|
2013
Q3 | $987K | Hold |
17,342
| – | – | 0.04% | 419 |
|
|
2013
Q2 | $1.05M | Buy |
+17,342
| New | +$1.05M | 0.04% | 383 |
|