J. Safra Sarasin Holding’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
2,221
-19,741
| -90% | -$2.81M | 0.01% | 413 |
|
|
2025
Q1 | $3.36M | Sell |
21,962
-6,238
| -22% | -$954K | 0.06% | 159 |
|
|
2024
Q4 | $4.22M | Sell |
28,200
-134
| -0.5% | -$20K | 0.07% | 148 |
|
|
2024
Q3 | $4.64M | Sell |
28,334
-887
| -3% | -$145K | 0.08% | 139 |
|
|
2024
Q2 | $4.05M | Buy |
+29,221
| New | +$4.05M | 0.07% | 149 |
|