Inlet Private Wealth’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Hold |
40,340
| – | – | 1.41% | 24 |
|
|
2025
Q1 | $6.17M | Buy |
40,340
+400
| +1% | +$61.2K | 1.6% | 19 |
|
|
2024
Q4 | $5.97M | Sell |
39,940
-2,800
| -7% | -$419K | 1.58% | 18 |
|
|
2024
Q3 | $7.01M | Sell |
42,740
-200
| -0.5% | -$32.8K | 1.78% | 16 |
|
|
2024
Q2 | $5.95M | Sell |
42,940
-300
| -0.7% | -$41.6K | 1.63% | 17 |
|
|
2024
Q1 | $5.97M | Sell |
43,240
-300
| -0.7% | -$41.4K | 1.67% | 19 |
|
|
2023
Q4 | $4.56M | Sell |
43,540
-1,810
| -4% | -$190K | 1.4% | 26 |
|
|
2023
Q3 | $4.29M | Sell |
45,350
-225
| -0.5% | -$21.3K | 1.41% | 22 |
|
|
2023
Q2 | $4.58M | Buy |
45,575
+575
| +1% | +$57.8K | 1.16% | 28 |
|
|
2023
Q1 | $3.65M | Sell |
45,000
-450
| -1% | -$36.5K | 0.95% | 33 |
|
|
2022
Q4 | $3.39M | Sell |
45,450
-2,740
| -6% | -$205K | 0.87% | 39 |
|
|
2022
Q3 | $3.99M | Buy |
48,190
+1,700
| +4% | +$141K | 1.19% | 25 |
|
|
2022
Q2 | $3.72M | Buy |
46,490
+4,325
| +10% | +$346K | 1.06% | 32 |
|
|
2022
Q1 | $4.77M | Buy |
42,165
+10
| +0% | +$1.13K | 1.19% | 22 |
|
|
2021
Q4 | $4.8M | Buy |
42,155
+23,370
| +124% | +$2.66M | 1.16% | 29 |
|
|
2021
Q3 | $2.18M | Hold |
18,785
| – | – | 0.59% | 58 |
|
|
2021
Q2 | $2.26M | Hold |
18,785
| – | – | 0.59% | 58 |
|
|
2021
Q1 | $2.02M | Hold |
18,785
| – | – | 0.58% | 58 |
|
|
2020
Q4 | $2.21M | Hold |
18,785
| – | – | 0.72% | 51 |
|
|
2020
Q3 | $1.61M | Buy |
+18,785
| New | +$1.61M | 0.63% | 56 |
|