KW
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KWB Wealth’s DaVita DVA Stock Holding History

KWB Wealth’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 		$329K Buy
2,153
+42
+2% +$6.43K 0.04% 115
2025
Q1 		$316K Buy
2,111
+43
+2% +$6.43K 0.04% 120
2024
Q4 		$339K Buy
2,068
+9
+0.4% +$1.48K 0.04% 110
2024
Q3 		$285K Buy
+2,059
New +$285K 0.04% 108