Laird Norton Wetherby Wealth Management’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$207K	Sell	1,382 -68	-5%	-$10.7K	0.01%	826
2024 Q3	$238K	Sell	1,450 -93	-6%	-$13.7K	0.01%	808
2024 Q2	$214K	Sell	1,543 -111	-7%	-$15.3K	0.01%	830
2024 Q1	$228K	Buy	+1,654	New	+$198K	0.01%	837
2023 Q3	–	Sell	-2,040	Closed	-$205K	–	926
2023 Q2	$205K	Buy	+2,040	New	+$189K	0.01%	845
2022 Q2	–	Sell	-2,050	Closed	-$232K	–	933
2022 Q1	$232K	Buy	2,050 +154	+8%	+$17.3K	0.01%	809
2021 Q4	$216K	Buy	1,896 +130	+7%	+$14K	0.01%	836
2021 Q3	$205K	Buy	1,766 +11	+0.6%	+$1.38K	0.01%	851
2021 Q2	$211K	Buy	+1,755	New	+$208K	0.01%	851
2021 Q1	–	Sell	-1,751	Closed	-$206K	–	810
2020 Q4	$206K	Buy	+1,751	New	+$178K	0.01%	815
2017 Q2	–	Sell	-3,224	Closed	-$219K	–	570
2017 Q1	$219K	Buy	3,224 +104	+3%	+$6.89K	0.04%	501
2016 Q4	$200K	Buy	+3,120	New	+$194K	0.04%	497