Lifeworks 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 | $258K | Sell |
1,810
-8
| -0.4% | -$1.14K | 0.04% | 269 |
|
|
2025
Q1 | $278K | Sell |
1,818
-48
| -3% | -$7.34K | 0.05% | 253 |
|
|
2024
Q4 | $279K | Sell |
1,866
-832
| -31% | -$124K | 0.05% | 245 |
|
|
2024
Q3 | $442K | Sell |
2,698
-1,491
| -36% | -$244K | 0.09% | 179 |
|
|
2024
Q2 | $580K | Sell |
4,189
-611
| -13% | -$84.7K | 0.16% | 118 |
|
|
2024
Q1 | $663K | Sell |
4,800
-883
| -16% | -$122K | 0.19% | 113 |
|
|
2023
Q4 | $595K | Sell |
5,683
-329
| -5% | -$34.5K | 0.21% | 103 |
|
|
2023
Q3 | $568K | Buy |
6,012
+1,593
| +36% | +$151K | 0.22% | 112 |
|
|
2023
Q2 | $444K | Buy |
+4,419
| New | +$444K | 0.19% | 110 |
|