IFP 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 | $139K | Sell |
965
-15
| -2% | -$2.16K | ﹤0.01% | 1458 |
|
|
2025
Q1 | $150K | Sell |
980
-45
| -4% | -$6.89K | ﹤0.01% | 1310 |
|
|
2024
Q4 | $153K | Buy |
1,025
+2
| +0.2% | +$299 | 0.01% | 1266 |
|
|
2024
Q3 | $168K | Buy |
1,023
+123
| +14% | +$20.2K | 0.01% | 1172 |
|
|
2024
Q2 | $125K | Buy |
900
+713
| +381% | +$98.8K | 0.01% | 1268 |
|
|
2024
Q1 | $25.9K | Sell |
187
-104
| -36% | -$14.4K | ﹤0.01% | 1861 |
|
|
2023
Q4 | $30.5K | Buy |
291
+133
| +84% | +$13.9K | ﹤0.01% | 1753 |
|
|
2023
Q3 | $15K | Buy |
158
+39
| +33% | +$3.69K | ﹤0.01% | 2082 |
|
|
2023
Q2 | $12K | Sell |
119
-433
| -78% | -$43.5K | ﹤0.01% | 2234 |
|
|
2023
Q1 | $37K | Sell |
552
-359
| -39% | -$24.1K | ﹤0.01% | 1725 |
|
|
2022
Q4 | $68K | Sell |
911
-711
| -44% | -$53.1K | ﹤0.01% | 2012 |
|
|
2022
Q3 | $118K | Buy |
1,622
+4
| +0.2% | +$291 | ﹤0.01% | 1741 |
|
|
2022
Q2 | $117K | Hold |
1,618
| – | – | ﹤0.01% | 1590 |
|
|
2022
Q1 | $117K | Buy |
1,618
+1,487
| +1,135% | +$108K | ﹤0.01% | 1590 |
|
|
2021
Q4 | $15K | Buy |
131
+19
| +17% | +$2.18K | ﹤0.01% | 2026 |
|
|
2021
Q3 | $14K | Hold |
112
| – | – | ﹤0.01% | 2078 |
|
|
2021
Q2 | $14K | Buy |
112
+93
| +489% | +$11.6K | ﹤0.01% | 2070 |
|
|
2021
Q1 | $2K | Sell |
19
-922
| -98% | -$97.1K | ﹤0.01% | 2626 |
|
|
2020
Q4 | $118K | Sell |
941
-263
| -22% | -$33K | ﹤0.01% | 1054 |
|
|
2020
Q3 | $101K | Buy |
1,204
+60
| +5% | +$5.03K | 0.01% | 987 |
|
|
2020
Q2 | $87K | Buy |
1,144
+629
| +122% | +$47.8K | 0.01% | 971 |
|
|
2020
Q1 | $38K | Buy |
515
+188
| +57% | +$13.9K | ﹤0.01% | 1237 |
|
|
2019
Q4 | $23K | Sell |
327
-48
| -13% | -$3.38K | ﹤0.01% | 1556 |
|
|
2019
Q3 | $23K | Buy |
+375
| New | +$23K | ﹤0.01% | 1701 |
|
|
2019
Q1 | $22K | Sell |
396
-257
| -39% | -$14.3K | ﹤0.01% | 1304 |
|
|
2018
Q4 | $33K | Sell |
653
-107
| -14% | -$5.41K | ﹤0.01% | 1827 |
|
|
2018
Q3 | $54K | Buy |
760
+72
| +10% | +$5.12K | ﹤0.01% | 1839 |
|
|
2018
Q2 | $48K | Buy |
688
+2
| +0.3% | +$140 | ﹤0.01% | 1915 |
|
|
2018
Q1 | $50K | Hold |
686
| – | – | ﹤0.01% | 1804 |
|
|
2017
Q4 | $50K | Sell |
686
-200
| -23% | -$14.6K | ﹤0.01% | 1800 |
|
|
2017
Q3 | $53K | Sell |
886
-59
| -6% | -$3.53K | ﹤0.01% | 1938 |
|
|
2017
Q2 | $61K | Sell |
945
-400
| -30% | -$25.8K | ﹤0.01% | 1814 |
|
|
2017
Q1 | $91K | Buy |
1,345
+297
| +28% | +$20.1K | ﹤0.01% | 1534 |
|
|
2016
Q4 | $67K | Sell |
1,048
-135
| -11% | -$8.63K | ﹤0.01% | 1695 |
|
|
2016
Q3 | $78K | Buy |
1,183
+57
| +5% | +$3.76K | ﹤0.01% | 1518 |
|
|
2016
Q2 | $87K | Buy |
1,126
+730
| +184% | +$56.4K | ﹤0.01% | 1417 |
|
|
2016
Q1 | $22K | Sell |
396
-592
| -60% | -$32.9K | ﹤0.01% | 1304 |
|
|
2015
Q4 | $69K | Buy |
+988
| New | +$69K | ﹤0.01% | 1395 |
|