Forum Financial Management’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,356	Closed	-$207K	–	965
2025 Q1	$207K	Buy	1,356 +7	+0.5%	+$1.07K	﹤0.01%	799
2024 Q4	$202K	Buy	1,349 +1	+0.1%	+$150	﹤0.01%	848
2024 Q3	$221K	Buy	+1,348	New	+$221K	﹤0.01%	669