Laird Norton Wetherby Wealth Management’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $207K | Sell |
1,382
-68
| -5% | -$10.2K | 0.01% | 826 |
|
|
2024
Q3 | $238K | Sell |
1,450
-93
| -6% | -$15.2K | 0.01% | 808 |
|
|
2024
Q2 | $214K | Sell |
1,543
-111
| -7% | -$15.4K | 0.01% | 823 |
|
|
2024
Q1 | $228K | Buy |
+1,654
| New | +$228K | 0.01% | 833 |
|
|
2023
Q3 | – | Sell |
-2,040
| Closed | -$205K | – | 910 |
|
|
2023
Q2 | $205K | Buy |
+2,040
| New | +$205K | 0.01% | 839 |
|
|
2022
Q2 | – | Sell |
-2,050
| Closed | -$232K | – | 917 |
|
|
2022
Q1 | $232K | Buy |
2,050
+154
| +8% | +$17.4K | 0.01% | 804 |
|
|
2021
Q4 | $216K | Buy |
1,896
+130
| +7% | +$14.8K | 0.01% | 824 |
|
|
2021
Q3 | $205K | Buy |
1,766
+11
| +0.6% | +$1.28K | 0.01% | 832 |
|
|
2021
Q2 | $211K | Buy |
+1,755
| New | +$211K | 0.01% | 837 |
|
|
2021
Q1 | – | Sell |
-1,751
| Closed | -$206K | – | 804 |
|
|
2020
Q4 | $206K | Buy |
+1,751
| New | +$206K | 0.01% | 801 |
|
|
2017
Q2 | – | Sell |
-3,224
| Closed | -$219K | – | 570 |
|
|
2017
Q1 | $219K | Buy |
3,224
+104
| +3% | +$7.07K | 0.04% | 501 |
|
|
2016
Q4 | $200K | Buy |
+3,120
| New | +$200K | 0.04% | 497 |
|