Greenleaf Trust’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
1,812
-52
| -3% | -$7.41K | ﹤0.01% | 683 |
|
|
2025
Q1 | $285K | Sell |
1,864
-34
| -2% | -$5.2K | ﹤0.01% | 661 |
|
|
2024
Q4 | $284K | Buy |
1,898
+1
| +0.1% | +$150 | ﹤0.01% | 667 |
|
|
2024
Q3 | $311K | Sell |
1,897
-6
| -0.3% | -$984 | ﹤0.01% | 651 |
|
|
2024
Q2 | $264K | Buy |
1,903
+12
| +0.6% | +$1.66K | ﹤0.01% | 652 |
|
|
2024
Q1 | $261K | Buy |
+1,891
| New | +$261K | ﹤0.01% | 654 |
|
|
2023
Q3 | – | Sell |
-2,059
| Closed | -$207K | – | 754 |
|
|
2023
Q2 | $207K | Buy |
+2,059
| New | +$207K | ﹤0.01% | 719 |
|
|
2022
Q2 | – | Sell |
-2,862
| Closed | -$324K | – | 735 |
|
|
2022
Q1 | $324K | Buy |
2,862
+4
| +0.1% | +$453 | ﹤0.01% | 567 |
|
|
2021
Q4 | $325K | Sell |
2,858
-722
| -20% | -$82.1K | ﹤0.01% | 576 |
|
|
2021
Q3 | $416K | Buy |
3,580
+292
| +9% | +$33.9K | 0.01% | 458 |
|
|
2021
Q2 | $396K | Buy |
3,288
+31
| +1% | +$3.73K | ﹤0.01% | 471 |
|
|
2021
Q1 | $351K | Buy |
3,257
+52
| +2% | +$5.6K | ﹤0.01% | 489 |
|
|
2020
Q4 | $376K | Buy |
3,205
+19
| +0.6% | +$2.23K | 0.01% | 404 |
|
|
2020
Q3 | $273K | Buy |
3,186
+65
| +2% | +$5.57K | ﹤0.01% | 436 |
|
|
2020
Q2 | $247K | Buy |
+3,121
| New | +$247K | ﹤0.01% | 447 |
|