HighTower 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 | $1.54M | Sell |
10,815
-5,518
| -34% | -$786K | ﹤0.01% | 1723 |
|
|
2025
Q1 | $2.5M | Buy |
16,333
+296
| +2% | +$45.3K | ﹤0.01% | 1408 |
|
|
2024
Q4 | $2.4M | Sell |
16,037
-7,298
| -31% | -$1.09M | ﹤0.01% | 1407 |
|
|
2024
Q3 | $3.81M | Buy |
23,335
+2,376
| +11% | +$388K | 0.01% | 1160 |
|
|
2024
Q2 | $2.9M | Buy |
20,959
+2,539
| +14% | +$352K | ﹤0.01% | 1259 |
|
|
2024
Q1 | $2.55M | Buy |
18,420
+14,867
| +418% | +$2.05M | ﹤0.01% | 1314 |
|
|
2023
Q4 | $375K | Buy |
3,553
+564
| +19% | +$59.5K | ﹤0.01% | 2523 |
|
|
2023
Q3 | $281K | Sell |
2,989
-1,851
| -38% | -$174K | ﹤0.01% | 2637 |
|
|
2023
Q2 | $501K | Buy |
4,840
+469
| +11% | +$48.5K | ﹤0.01% | 2193 |
|
|
2023
Q1 | $351K | Buy |
4,371
+62
| +1% | +$4.98K | ﹤0.01% | 2329 |
|
|
2022
Q4 | $326K | Buy |
+4,309
| New | +$326K | ﹤0.01% | 2389 |
|
|
2022
Q2 | – | Sell |
-1,997
| Closed | -$227K | – | 3033 |
|
|
2022
Q1 | $227K | Buy |
1,997
+2
| +0.1% | +$227 | ﹤0.01% | 2705 |
|
|
2021
Q4 | $229K | Sell |
1,995
-9
| -0.4% | -$1.03K | ﹤0.01% | 2634 |
|
|
2021
Q3 | $232K | Sell |
2,004
-5,180
| -72% | -$600K | ﹤0.01% | 2588 |
|
|
2021
Q2 | $869K | Buy |
7,184
+2,001
| +39% | +$242K | ﹤0.01% | 1720 |
|
|
2021
Q1 | $560K | Sell |
5,183
-13,615
| -72% | -$1.47M | ﹤0.01% | 1909 |
|
|
2020
Q4 | $2.21M | Buy |
18,798
+10,081
| +116% | +$1.18M | 0.01% | 862 |
|
|
2020
Q3 | $739K | Buy |
8,717
+591
| +7% | +$50.1K | ﹤0.01% | 1367 |
|
|
2020
Q2 | $644K | Buy |
8,126
+569
| +8% | +$45.1K | ﹤0.01% | 1322 |
|
|
2020
Q1 | $576K | Sell |
7,557
-32,207
| -81% | -$2.45M | ﹤0.01% | 1260 |
|
|
2019
Q4 | $3M | Sell |
39,764
-389
| -1% | -$29.3K | 0.02% | 737 |
|
|
2019
Q3 | $2.28M | Buy |
40,153
+665
| +2% | +$37.7K | 0.01% | 842 |
|
|
2019
Q2 | $2.22M | Buy |
39,488
+34,939
| +768% | +$1.97M | 0.01% | 857 |
|
|
2019
Q1 | $243K | Buy |
+4,549
| New | +$243K | ﹤0.01% | 1835 |
|
|
2018
Q4 | – | Sell |
-18,512
| Closed | -$1.31M | – | 2111 |
|
|
2018
Q3 | $1.31M | Buy |
18,512
+2,917
| +19% | +$206K | 0.01% | 1013 |
|
|
2018
Q2 | $1.09M | Buy |
15,595
+12,116
| +348% | +$846K | 0.01% | 1080 |
|
|
2018
Q1 | $227K | Sell |
3,479
-25,240
| -88% | -$1.65M | ﹤0.01% | 1812 |
|
|
2017
Q4 | $2.04M | Sell |
28,719
-32,800
| -53% | -$2.33M | 0.02% | 812 |
|
|
2017
Q3 | $3.66M | Buy |
61,519
+1,724
| +3% | +$103K | 0.03% | 597 |
|
|
2017
Q2 | $3.82M | Buy |
59,795
+4,065
| +7% | +$260K | 0.03% | 566 |
|
|
2017
Q1 | $3.81M | Buy |
55,730
+23,137
| +71% | +$1.58M | 0.04% | 530 |
|
|
2016
Q4 | $2.06M | Buy |
32,593
+29,476
| +946% | +$1.87M | 0.02% | 691 |
|
|
2016
Q3 | $207K | Buy |
3,117
+7
| +0.2% | +$465 | ﹤0.01% | 1628 |
|
|
2016
Q2 | $241K | Sell |
3,110
-580
| -16% | -$44.9K | ﹤0.01% | 1413 |
|
|
2016
Q1 | $274K | Buy |
3,690
+229
| +7% | +$17K | ﹤0.01% | 1582 |
|
|
2015
Q4 | $242K | Sell |
3,461
-13,436
| -80% | -$939K | ﹤0.01% | 1666 |
|
|
2015
Q3 | $1.22M | Buy |
+16,897
| New | +$1.22M | 0.02% | 801 |
|
|
2015
Q2 | – | Sell |
-17,870
| Closed | -$1.45M | – | 1637 |
|
|
2015
Q1 | $1.45M | Sell |
17,870
-16,505
| -48% | -$1.34M | 0.02% | 683 |
|
|
2014
Q4 | $2.6M | Buy |
34,375
+3,889
| +13% | +$295K | 0.04% | 490 |
|
|
2014
Q3 | $2.23M | Buy |
30,486
+122
| +0.4% | +$8.92K | 0.04% | 516 |
|
|
2014
Q2 | $2.2M | Buy |
30,364
+1,133
| +4% | +$81.9K | 0.04% | 537 |
|
|
2014
Q1 | $2.01M | Buy |
29,231
+5,372
| +23% | +$370K | 0.04% | 512 |
|
|
2013
Q4 | $1.51M | Buy |
23,859
+16,209
| +212% | +$1.03M | 0.03% | 562 |
|
|
2013
Q3 | $435K | Buy |
7,650
+2,404
| +46% | +$137K | 0.01% | 883 |
|
|
2013
Q2 | $317K | Buy |
+5,246
| New | +$317K | 0.01% | 966 |
|