Janney Montgomery Scott’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
10,327
-14,853
| -59% | -$2.12M | ﹤0.01% | 1358 |
|
|
2025
Q1 | $3.85M | Buy |
25,180
+160
| +0.6% | +$24.5K | 0.01% | 886 |
|
|
2024
Q4 | $3.74M | Buy |
25,020
+429
| +2% | +$64.2K | 0.01% | 881 |
|
|
2024
Q3 | $4.03M | Buy |
24,591
+3,468
| +16% | +$568K | 0.01% | 829 |
|
|
2024
Q2 | $2.93M | Buy |
21,123
+2,186
| +12% | +$303K | 0.01% | 924 |
|
|
2024
Q1 | $2.61M | Buy |
18,937
+12,064
| +176% | +$1.67M | 0.01% | 1029 |
|
|
2023
Q4 | $720K | Hold |
6,873
| – | – | ﹤0.01% | 1653 |
|
|
2023
Q3 | $650K | Buy |
6,873
+1,031
| +18% | +$97.5K | ﹤0.01% | 1599 |
|
|
2023
Q2 | $587K | Buy |
5,842
+34
| +0.6% | +$3.42K | ﹤0.01% | 1741 |
|
|
2023
Q1 | $471K | Sell |
5,808
-1,340
| -19% | -$109K | ﹤0.01% | 1769 |
|
|
2022
Q4 | $534K | Sell |
7,148
-15
| -0.2% | -$1.12K | ﹤0.01% | 1727 |
|
|
2022
Q3 | $593K | Sell |
7,163
-553
| -7% | -$45.8K | ﹤0.01% | 1587 |
|
|
2022
Q2 | $627K | Buy |
7,716
+105
| +1% | +$8.53K | ﹤0.01% | 1479 |
|
|
2022
Q1 | $861K | Buy |
7,611
+1,170
| +18% | +$132K | ﹤0.01% | 1336 |
|
|
2021
Q4 | $733K | Sell |
6,441
-11,147
| -63% | -$1.27M | ﹤0.01% | 1510 |
|
|
2021
Q3 | $2.05M | Sell |
17,588
-8,255
| -32% | -$960K | 0.01% | 938 |
|
|
2021
Q2 | $3.11M | Sell |
25,843
-361
| -1% | -$43.5K | 0.01% | 759 |
|
|
2021
Q1 | $2.82M | Buy |
26,204
+1,684
| +7% | +$181K | 0.01% | 753 |
|
|
2020
Q4 | $2.88M | Buy |
24,520
+2,143
| +10% | +$252K | 0.01% | 737 |
|
|
2020
Q3 | $1.92M | Sell |
22,377
-578
| -3% | -$49.5K | 0.01% | 816 |
|
|
2020
Q2 | $1.82M | Sell |
22,955
-7,603
| -25% | -$602K | 0.01% | 795 |
|
|
2020
Q1 | $2.32M | Buy |
30,558
+14,616
| +92% | +$1.11M | 0.02% | 636 |
|
|
2019
Q4 | $1.2M | Buy |
15,942
+9,728
| +157% | +$730K | 0.01% | 993 |
|
|
2019
Q3 | $355K | Sell |
6,214
-1,100
| -15% | -$62.8K | ﹤0.01% | 1590 |
|
|
2019
Q2 | $411K | Sell |
7,314
-422
| -5% | -$23.7K | ﹤0.01% | 1536 |
|
|
2019
Q1 | $420K | Buy |
7,736
+34
| +0.4% | +$1.85K | ﹤0.01% | 1488 |
|
|
2018
Q4 | $396K | Sell |
7,702
-1,285
| -14% | -$66.1K | ﹤0.01% | 1417 |
|
|
2018
Q3 | $644K | Sell |
8,987
-10,022
| -53% | -$718K | 0.01% | 1307 |
|
|
2018
Q2 | $1.32M | Buy |
19,009
+811
| +4% | +$56.3K | 0.01% | 848 |
|
|
2018
Q1 | $1.2M | Buy |
18,198
+6,885
| +61% | +$454K | 0.01% | 875 |
|
|
2017
Q4 | $817K | Buy |
11,313
+126
| +1% | +$9.1K | 0.01% | 1046 |
|
|
2017
Q3 | $664K | Sell |
11,187
-1,654
| -13% | -$98.2K | 0.01% | 1115 |
|
|
2017
Q2 | $832K | Sell |
12,841
-420
| -3% | -$27.2K | 0.01% | 965 |
|
|
2017
Q1 | $901K | Buy |
13,261
+3,325
| +33% | +$226K | 0.01% | 887 |
|
|
2016
Q4 | $638K | Sell |
9,936
-223
| -2% | -$14.3K | 0.01% | 980 |
|
|
2016
Q3 | $671K | Buy |
+10,159
| New | +$671K | 0.01% | 817 |
|
|
2016
Q2 | – | Sell |
-11,089
| Closed | -$814K | – | 797 |
|
|
2016
Q1 | $814K | Sell |
11,089
-1,802
| -14% | -$132K | 0.02% | 581 |
|
|
2015
Q4 | $899K | Sell |
12,891
-425
| -3% | -$29.6K | 0.02% | 586 |
|
|
2015
Q3 | $963K | Buy |
13,316
+25
| +0.2% | +$1.81K | 0.03% | 551 |
|
|
2015
Q2 | $1.06M | Buy |
13,291
+1,304
| +11% | +$104K | 0.02% | 764 |
|
|
2015
Q1 | $974K | Sell |
11,987
-786
| -6% | -$63.9K | 0.02% | 916 |
|
|
2014
Q4 | $967K | Sell |
12,773
-2,372
| -16% | -$180K | 0.02% | 883 |
|
|
2014
Q3 | $1.11M | Buy |
15,145
+1,046
| +7% | +$76.5K | 0.02% | 783 |
|
|
2014
Q2 | $1.02M | Buy |
14,099
+2,819
| +25% | +$204K | 0.02% | 813 |
|
|
2014
Q1 | $777K | Buy |
11,280
+784
| +7% | +$54K | 0.02% | 864 |
|
|
2013
Q4 | $665K | Buy |
10,496
+720
| +7% | +$45.6K | 0.02% | 912 |
|
|
2013
Q3 | $556K | Buy |
9,776
+5,716
| +141% | +$325K | 0.02% | 933 |
|
|
2013
Q2 | $245K | Buy |
+4,060
| New | +$245K | 0.03% | 609 |
|