Lido Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
2,362
-442
| -16% | -$63K | ﹤0.01% | 1151 |
|
|
2025
Q1 | $429K | Buy |
2,804
+86
| +3% | +$13.2K | ﹤0.01% | 992 |
|
|
2024
Q4 | $406K | Buy |
2,718
+862
| +46% | +$129K | ﹤0.01% | 986 |
|
|
2024
Q3 | $304K | Buy |
1,856
+62
| +3% | +$10.2K | ﹤0.01% | 1037 |
|
|
2024
Q2 | $249K | Buy |
+1,794
| New | +$249K | ﹤0.01% | 1075 |
|
|
2020
Q3 | – | Sell |
-50,864
| Closed | -$4.03M | – | 576 |
|
|
2020
Q2 | $4.03M | Buy |
50,864
+29,597
| +139% | +$2.34M | 0.12% | 96 |
|
|
2020
Q1 | $1.62M | Buy |
+21,267
| New | +$1.62M | 0.07% | 145 |
|
|
2017
Q3 | – | Sell |
-4,500
| Closed | -$291K | – | 291 |
|
|
2017
Q2 | $291K | Buy |
4,500
+500
| +13% | +$32.3K | 0.06% | 181 |
|
|
2017
Q1 | $262K | Buy |
+4,000
| New | +$262K | 0.07% | 181 |
|