Fox Hill Wealth 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 | $1.18M | Sell |
8,296
-240
| -3% | -$34.2K | 0.61% | 49 |
|
|
2025
Q1 | $1.31M | Sell |
8,536
-6,800
| -44% | -$1.04M | 0.77% | 44 |
|
|
2024
Q4 | $2.29M | Sell |
15,336
-511
| -3% | -$76.4K | 1.3% | 24 |
|
|
2024
Q3 | $2.6M | Buy |
15,847
+113
| +0.7% | +$18.5K | 1.43% | 19 |
|
|
2024
Q2 | $2.18M | Hold |
15,734
| – | – | 1.33% | 21 |
|
|
2024
Q1 | $2.17M | Buy |
15,734
+9,135
| +138% | +$1.26M | 1.46% | 18 |
|
|
2023
Q4 | $691K | Buy |
+6,599
| New | +$691K | 0.53% | 53 |
|