HAI
Hennessy Advisors Inc’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-65,800
| Closed | -$10.1M | – | 356 |
|
|
2025
Q1 | $10.1M | Sell |
65,800
-7,500
| -10% | -$1.15M | 0.34% | 80 |
|
|
2024
Q4 | $11M | Buy |
73,300
+4,700
| +7% | +$703K | 0.33% | 78 |
|
|
2024
Q3 | $11.2M | Buy |
68,600
+7,700
| +13% | +$1.26M | 0.36% | 67 |
|
|
2024
Q2 | $8.44M | Buy |
+60,900
| New | +$8.44M | 0.32% | 81 |
|