Integrated Wealth Concepts’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
6,733
+2,647
| +65% | +$377K | 0.01% | 942 |
|
|
2025
Q1 | $625K | Sell |
4,086
-761
| -16% | -$116K | 0.01% | 1043 |
|
|
2024
Q4 | $725K | Sell |
4,847
-5,068
| -51% | -$758K | 0.01% | 963 |
|
|
2024
Q3 | $1.63M | Buy |
9,915
+4,452
| +81% | +$730K | 0.02% | 604 |
|
|
2024
Q2 | $757K | Sell |
5,463
-684
| -11% | -$94.8K | 0.01% | 879 |
|
|
2024
Q1 | $849K | Sell |
6,147
-601
| -9% | -$83K | 0.01% | 830 |
|
|
2023
Q4 | $707K | Buy |
6,748
+15
| +0.2% | +$1.57K | 0.01% | 859 |
|
|
2023
Q3 | $636K | Sell |
6,733
-72
| -1% | -$6.81K | 0.01% | 878 |
|
|
2023
Q2 | $684K | Buy |
6,805
+362
| +6% | +$36.4K | 0.01% | 839 |
|
|
2023
Q1 | $523K | Sell |
6,443
-581
| -8% | -$47.2K | 0.01% | 839 |
|
|
2022
Q4 | $524K | Sell |
7,024
-472
| -6% | -$35.2K | 0.01% | 652 |
|
|
2022
Q3 | $620K | Buy |
7,496
+307
| +4% | +$25.4K | 0.02% | 534 |
|
|
2022
Q2 | $575K | Sell |
7,189
-81
| -1% | -$6.48K | 0.02% | 564 |
|
|
2022
Q1 | $822K | Sell |
7,270
-425
| -6% | -$48.1K | 0.03% | 440 |
|
|
2021
Q4 | $875K | Sell |
7,695
-40
| -0.5% | -$4.55K | 0.03% | 469 |
|
|
2021
Q3 | $899K | Buy |
7,735
+1,581
| +26% | +$184K | 0.03% | 423 |
|
|
2021
Q2 | $741K | Sell |
6,154
-167
| -3% | -$20.1K | 0.03% | 436 |
|
|
2021
Q1 | $681K | Sell |
6,321
-392
| -6% | -$42.2K | 0.03% | 395 |
|
|
2020
Q4 | $788K | Sell |
6,713
-75
| -1% | -$8.8K | 0.04% | 294 |
|
|
2020
Q3 | $581K | Sell |
6,788
-341
| -5% | -$29.2K | 0.04% | 311 |
|
|
2020
Q2 | $564K | Buy |
+7,129
| New | +$564K | 0.04% | 259 |
|