KOC
Koss-Olinger Consulting’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
4,238
-2
| -0% | -$285 | 0.05% | 176 |
|
|
2025
Q1 | $649K | Buy |
+4,240
| New | +$649K | 0.05% | 154 |
|
|
2024
Q4 | – | Sell |
-4,266
| Closed | -$699K | – | 216 |
|
|
2024
Q3 | $699K | Hold |
4,266
| – | – | 0.06% | 123 |
|
|
2024
Q2 | $591K | Buy |
+4,266
| New | +$591K | 0.05% | 127 |
|
|
2024
Q1 | – | Sell |
-8,270
| Closed | -$866K | – | 113 |
|
|
2023
Q4 | $866K | Sell |
8,270
-8,875
| -52% | -$929K | 0.09% | 107 |
|
|
2023
Q3 | $1.62M | Sell |
17,145
-3,331
| -16% | -$315K | 0.24% | 54 |
|
|
2023
Q2 | $2.06M | Buy |
20,476
+791
| +4% | +$79.5K | 0.24% | 42 |
|
|
2023
Q1 | $1.6M | Sell |
19,685
-25
| -0.1% | -$2.03K | 0.2% | 57 |
|
|
2022
Q4 | $1.47M | Buy |
19,710
+12,060
| +158% | +$901K | 0.21% | 52 |
|
|
2022
Q3 | $633K | Buy |
7,650
+3,764
| +97% | +$311K | 0.11% | 82 |
|
|
2022
Q2 | $311K | Hold |
3,886
| – | – | 0.06% | 126 |
|
|
2022
Q1 | $440K | Sell |
3,886
-35
| -0.9% | -$3.96K | 0.07% | 109 |
|
|
2021
Q4 | $446K | Sell |
3,921
-430
| -10% | -$48.9K | 0.07% | 121 |
|
|
2021
Q3 | $506K | Sell |
4,351
-172
| -4% | -$20K | 0.08% | 113 |
|
|
2021
Q2 | $545K | Hold |
4,523
| – | – | 0.08% | 123 |
|
|
2021
Q1 | $487K | Buy |
+4,523
| New | +$487K | 0.08% | 129 |
|