First Horizon Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.2K | Sell |
542
-4
| -0.7% | -$570 | ﹤0.01% | 803 |
|
|
2025
Q1 | $83.5K | Hold |
546
| – | – | ﹤0.01% | 730 |
|
|
2024
Q4 | $81.7K | Sell |
546
-1,067
| -66% | -$160K | ﹤0.01% | 755 |
|
|
2024
Q3 | $264K | Sell |
1,613
-19
| -1% | -$3.12K | 0.01% | 471 |
|
|
2024
Q2 | $226K | Buy |
1,632
+588
| +56% | +$81.5K | 0.01% | 482 |
|
|
2024
Q1 | $144K | Buy |
1,044
+32
| +3% | +$4.42K | ﹤0.01% | 591 |
|
|
2023
Q4 | $106K | Sell |
1,012
-3
| -0.3% | -$314 | ﹤0.01% | 646 |
|
|
2023
Q3 | $95.9K | Sell |
1,015
-9
| -0.9% | -$851 | ﹤0.01% | 632 |
|
|
2023
Q2 | $103K | Buy |
1,024
+983
| +2,398% | +$98.8K | ﹤0.01% | 634 |
|
|
2023
Q1 | $3.33K | Buy |
41
+12
| +41% | +$973 | ﹤0.01% | 1944 |
|
|
2022
Q4 | $2.17K | Sell |
29
-10
| -26% | -$747 | ﹤0.01% | 2041 |
|
|
2022
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 1987 |
|
|
2022
Q2 | $2K | Buy |
39
+12
| +44% | +$615 | ﹤0.01% | 2081 |
|
|
2022
Q1 | $3K | Sell |
27
-36
| -57% | -$4K | ﹤0.01% | 1379 |
|
|
2021
Q4 | $7K | Sell |
63
-192
| -75% | -$21.3K | ﹤0.01% | 1647 |
|
|
2021
Q3 | $28K | Buy |
255
+31
| +14% | +$3.4K | ﹤0.01% | 1146 |
|
|
2021
Q2 | $26K | Sell |
224
-122
| -35% | -$14.2K | ﹤0.01% | 1023 |
|
|
2021
Q1 | $36K | Buy |
346
+198
| +134% | +$20.6K | ﹤0.01% | 862 |
|
|
2020
Q4 | $17K | Sell |
148
-56
| -27% | -$6.43K | ﹤0.01% | 934 |
|
|
2020
Q3 | $17K | Hold |
204
| – | – | ﹤0.01% | 866 |
|
|
2020
Q2 | $16K | Hold |
204
| – | – | ﹤0.01% | 867 |
|
|
2020
Q1 | $15K | Sell |
204
-8
| -4% | -$588 | ﹤0.01% | 830 |
|
|
2019
Q4 | $15K | Buy |
+212
| New | +$15K | ﹤0.01% | 961 |
|
|
2019
Q3 | – | Sell |
-10
| Closed | -$1K | – | 1557 |
|
|
2019
Q2 | $1K | Sell |
10
-10
| -50% | -$1K | ﹤0.01% | 1460 |
|
|
2019
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1482 |
|
|
2018
Q4 | $1K | Sell |
20
-124
| -86% | -$6.2K | ﹤0.01% | 1433 |
|
|
2018
Q3 | $10K | Hold |
144
| – | – | ﹤0.01% | 1095 |
|
|
2018
Q2 | $9K | Sell |
144
-32
| -18% | -$2K | ﹤0.01% | 1147 |
|
|
2018
Q1 | $11K | Sell |
176
-79
| -31% | -$4.94K | ﹤0.01% | 961 |
|
|
2017
Q4 | $19K | Sell |
255
-125
| -33% | -$9.31K | ﹤0.01% | 829 |
|
|
2017
Q3 | $23K | Hold |
380
| – | – | ﹤0.01% | 739 |
|
|
2017
Q2 | $22K | Sell |
380
-16
| -4% | -$926 | ﹤0.01% | 740 |
|
|
2017
Q1 | $26K | Buy |
+396
| New | +$26K | ﹤0.01% | 728 |
|
|
2014
Q3 | – | Sell |
-1,100
| Closed | -$80K | – | 1520 |
|
|
2014
Q2 | $80K | Buy |
1,100
+600
| +120% | +$43.6K | 0.01% | 455 |
|
|
2014
Q1 | $34K | Buy |
500
+495
| +9,900% | +$33.7K | ﹤0.01% | 610 |
|
|
2013
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1348 |
|
|
2013
Q3 | – | Sell |
-148
| Closed | -$9K | – | 1148 |
|
|
2013
Q2 | $9K | Buy |
+148
| New | +$9K | ﹤0.01% | 539 |
|