Horizon Investments’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $111K | Buy |
720
+25
| +4% | +$3.39K | ﹤0.01% | 1072 |
|
|
2025
Q4 | $79K | Buy |
695
+19
| +3% | +$2.31K | ﹤0.01% | 1095 |
|
|
2025
Q3 | $89.8K | Sell |
676
-6
| -0.9% | -$824 | ﹤0.01% | 972 |
|
|
2025
Q2 | $97.2K | Buy |
682
+51
| +8% | +$7.22K | ﹤0.01% | 950 |
|
|
2025
Q1 | $96.5K | Buy |
631
+2
| +0.3% | +$314 | ﹤0.01% | 626 |
|
|
2024
Q4 | $94.1K | Buy |
629
+4
| +0.6% | +$627 | ﹤0.01% | 625 |
|
|
2024
Q3 | $102K | Sell |
625
-510
| -45% | -$75.3K | ﹤0.01% | 620 |
|
|
2024
Q2 | $157K | Sell |
1,135
-40
| -3% | -$5.51K | ﹤0.01% | 583 |
|
|
2024
Q1 | $162K | Sell |
1,175
-62
| -5% | -$7.44K | ﹤0.01% | 582 |
|
|
2023
Q4 | $130K | Sell |
1,237
-102
| -8% | -$9.42K | ﹤0.01% | 592 |
|
|
2023
Q3 | $127K | Sell |
1,339
-50
| -4% | -$5.1K | ﹤0.01% | 592 |
|
|
2023
Q2 | $140K | Buy |
1,389
+215
| +18% | +$19.9K | ﹤0.01% | 583 |
|
|
2023
Q1 | $95.2K | Buy |
+1,174
| New | +$94.1K | ﹤0.01% | 605 |
|
|
2020
Q4 | – | Sell |
-6,060
| Closed | -$519K | – | 170 |
|
|
2020
Q3 | $519K | Sell |
6,060
-8,506
| -58% | -$727K | 0.02% | 286 |
|
|
2020
Q2 | $1.15M | Buy |
+14,566
| New | +$1.14M | 0.03% | 225 |
|
|
2020
Q1 | – | Sell |
-6,286
| Closed | -$472K | – | 345 |
|
|
2019
Q4 | $472K | Buy |
+6,286
| New | +$417K | 0.02% | 301 |
|
|
2019
Q3 | – | Sell |
-7,018
| Closed | -$395K | – | 444 |
|
|
2019
Q2 | $395K | Buy |
7,018
+2,725
| +63% | +$141K | 0.02% | 305 |
|
|
2019
Q1 | $233K | Buy |
+4,293
| New | +$238K | 0.01% | 328 |
|
Other funds holding DVA
VCM
VPM
