KWM
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Kiker Wealth Management’s DaVita DVA Stock Holding History

Kiker Wealth Management’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$720K Sell
5,057
-210
-4% -$29.9K 0.41% 48
2025
Q1 		$806K Sell
5,267
-201
-4% -$30.7K 0.55% 40
2024
Q4 		$818K Buy
+5,468
New +$818K 0.66% 35