Kovitz Investment Group Partners’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
3,516
+1,461
| +71% | +$208K | ﹤0.01% | 966 |
|
|
2025
Q1 | $314K | Sell |
2,055
-98
| -5% | -$15K | ﹤0.01% | 1030 |
|
|
2024
Q4 | $322K | Buy |
+2,153
| New | +$322K | ﹤0.01% | 1020 |
|
|
2018
Q1 | – | Sell |
-3,056
| Closed | -$221 | – | 143 |
|
|
2017
Q4 | $221 | Buy |
+3,056
| New | +$221 | 0.01% | 154 |
|
|
2017
Q2 | – | Sell |
-4,256
| Closed | -$289K | – | 153 |
|
|
2017
Q1 | $289K | Buy |
+4,256
| New | +$289K | 0.02% | 113 |
|