Integrated Wealth Concepts’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $956K | Buy |
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|
2025
Q2 | $959K | Buy |
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|
2025
Q1 | $625K | Sell |
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|
2024
Q4 | $725K | Sell |
|
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|
2024
Q3 | $1.63M | Buy |
|
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|
2024
Q2 | $757K | Sell |
|
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|
2024
Q1 | $849K | Sell |
|
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|
2023
Q4 | $707K | Buy |
|
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $684K | Buy |
|
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|
2023
Q1 | $523K | Sell |
|
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|
2022
Q4 | $524K | Sell |
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|
2022
Q3 | $620K | Buy |
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|
2022
Q2 | $575K | Sell |
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|
2022
Q1 | $822K | Sell |
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|
2021
Q4 | $875K | Sell |
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|
2021
Q3 | $899K | Buy |
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|
2021
Q2 | $741K | Sell |
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|
2021
Q1 | $681K | Sell |
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|
2020
Q4 | $788K | Sell |
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|
2020
Q3 | $581K | Sell |
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|
2020
Q2 | $564K | Buy |
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