IFP Advisors’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 | $50.7K | Buy |
330
+87
| +36% | +$11.8K | ﹤0.01% | 2232 |
|
|
2025
Q4 | $27.6K | Sell |
243
-725
| -75% | -$88.2K | ﹤0.01% | 2539 |
|
|
2025
Q3 | $129K | Buy |
968
+3
| +0.3% | +$412 | ﹤0.01% | 1528 |
|
|
2025
Q2 | $139K | Sell |
965
-15
| -2% | -$2.13K | ﹤0.01% | 1458 |
|
|
2025
Q1 | $150K | Sell |
980
-45
| -4% | -$7.07K | ﹤0.01% | 1310 |
|
|
2024
Q4 | $153K | Buy |
1,025
+2
| +0.2% | +$314 | 0.01% | 1266 |
|
|
2024
Q3 | $168K | Buy |
1,023
+123
| +14% | +$18.2K | 0.01% | 1172 |
|
|
2024
Q2 | $125K | Buy |
900
+713
| +381% | +$98.3K | 0.01% | 1268 |
|
|
2024
Q1 | $25.9K | Sell |
187
-104
| -36% | -$12.5K | ﹤0.01% | 1861 |
|
|
2023
Q4 | $30.5K | Buy |
291
+133
| +84% | +$12.3K | ﹤0.01% | 1753 |
|
|
2023
Q3 | $15K | Buy |
158
+39
| +33% | +$3.98K | ﹤0.01% | 2082 |
|
|
2023
Q2 | $12K | Sell |
119
-433
| -78% | -$40.2K | ﹤0.01% | 2234 |
|
|
2023
Q1 | $37K | Sell |
552
-359
| -39% | -$28.8K | ﹤0.01% | 1725 |
|
|
2022
Q4 | $68K | Sell |
911
-711
| -44% | -$55.2K | ﹤0.01% | 2012 |
|
|
2022
Q3 | $118K | Buy |
1,622
+4
| +0.2% | +$351 | ﹤0.01% | 1740 |
|
|
2022
Q2 | $117K | Hold |
1,618
| – | – | ﹤0.01% | 1589 |
|
|
2022
Q1 | $117K | Buy |
1,618
+1,487
| +1,135% | +$167K | ﹤0.01% | 1589 |
|
|
2021
Q4 | $15K | Buy |
131
+19
| +17% | +$2.04K | ﹤0.01% | 2064 |
|
|
2021
Q3 | $14K | Hold |
112
| – | – | ﹤0.01% | 2132 |
|
|
2021
Q2 | $14K | Buy |
112
+93
| +489% | +$11K | ﹤0.01% | 2078 |
|
|
2021
Q1 | $2K | Sell |
19
-922
| -98% | -$102K | ﹤0.01% | 2657 |
|
|
2020
Q4 | $118K | Sell |
941
-263
| -22% | -$26.8K | ﹤0.01% | 1054 |
|
|
2020
Q3 | $101K | Buy |
1,204
+60
| +5% | +$5.13K | 0.01% | 988 |
|
|
2020
Q2 | $87K | Buy |
1,144
+629
| +122% | +$49.1K | 0.01% | 972 |
|
|
2020
Q1 | $38K | Buy |
515
+188
| +57% | +$14.8K | ﹤0.01% | 1240 |
|
|
2019
Q4 | $23K | Sell |
327
-48
| -13% | -$3.18K | ﹤0.01% | 1556 |
|
|
2019
Q3 | $23K | Buy |
+375
| New | +$21.8K | ﹤0.01% | 1702 |
|
|
2019
Q1 | $22K | Sell |
396
-257
| -39% | -$14.2K | ﹤0.01% | 1304 |
|
|
2018
Q4 | $33K | Sell |
653
-107
| -14% | -$6.85K | ﹤0.01% | 1843 |
|
|
2018
Q3 | $54K | Buy |
760
+72
| +10% | +$5.09K | ﹤0.01% | 1848 |
|
|
2018
Q2 | $48K | Buy |
688
+2
| +0.3% | +$134 | ﹤0.01% | 1934 |
|
|
2018
Q1 | $50K | Hold |
686
| – | – | ﹤0.01% | 1804 |
|
|
2017
Q4 | $50K | Sell |
686
-200
| -23% | -$12.3K | ﹤0.01% | 1821 |
|
|
2017
Q3 | $53K | Sell |
886
-59
| -6% | -$3.55K | ﹤0.01% | 1954 |
|
|
2017
Q2 | $61K | Sell |
945
-400
| -30% | -$26.5K | ﹤0.01% | 1829 |
|
|
2017
Q1 | $91K | Buy |
1,345
+297
| +28% | +$19.7K | ﹤0.01% | 1541 |
|
|
2016
Q4 | $67K | Sell |
1,048
-135
| -11% | -$8.41K | ﹤0.01% | 1703 |
|
|
2016
Q3 | $78K | Buy |
1,183
+57
| +5% | +$4.01K | ﹤0.01% | 1524 |
|
|
2016
Q2 | $87K | Buy |
1,126
+730
| +184% | +$55.2K | ﹤0.01% | 1421 |
|
|
2016
Q1 | $22K | Sell |
396
-592
| -60% | -$40K | ﹤0.01% | 1304 |
|
|
2015
Q4 | $69K | Buy |
+988
| New | +$72.4K | ﹤0.01% | 1400 |
|
Other funds holding DVA
VCM
VPM
