Manchester Capital Management’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.68K	Buy	50 +5	+11%	+$678	﹤0.01%	827
2025 Q4	$5.11K	Buy	45 +3	+7%	+$365	﹤0.01%	882
2025 Q3	$5.58K	Sell	42 -6	-13%	-$824	﹤0.01%	939
2025 Q2	$6.84K	Hold	48	–	–	﹤0.01%	867
2025 Q1	$7.34K	Buy	48 +11	+30%	+$1.73K	﹤0.01%	855
2024 Q4	$5.53K	Hold	37	–	–	﹤0.01%	880
2024 Q3	$6.07K	Buy	37 +14	+61%	+$2.07K	﹤0.01%	866
2024 Q2	$3.19K	Buy	23 +18	+360%	+$2.48K	﹤0.01%	906
2024 Q1	$691	Buy	5 +1	+25%	+$120	﹤0.01%	916
2023 Q4	$420	Sell	4 -8	-67%	-$739	﹤0.01%	929
2023 Q3	$1.14K	Buy	+12	New	+$1.22K	﹤0.01%	826
2021 Q4	–	Sell	-23	Closed	-$3K	–	1032
2021 Q3	$3K	Buy	+23	New	+$2.88K	﹤0.01%	780
2017 Q3	–	Sell	-5,448	Closed	-$353K	–	487
2017 Q2	$353K	Hold	5,448	–	–	0.06%	140
2017 Q1	$370K	Hold	5,448	–	–	0.06%	135
2016 Q4	$350K	Hold	5,448	–	–	0.05%	137
2016 Q3	$360K	Sell	5,448 -1,310	-19%	-$92.2K	0.05%	145
2016 Q2	$523K	Hold	6,758	–	–	0.07%	119
2016 Q1	$496K	Hold	6,758	–	–	0.07%	124
2015 Q4	$471K	Sell	6,758 -2,084	-24%	-$153K	0.07%	128
2015 Q3	$640K	Hold	8,842	–	–	0.11%	79
2015 Q2	$703K	Hold	8,842	–	–	0.11%	84
2015 Q1	$718K	Sell	8,842 -4,778	-35%	-$367K	0.11%	77
2014 Q4	$1.03M	Hold	13,620	–	–	0.13%	65
2014 Q3	$996K	Sell	13,620 -400	-3%	-$29.3K	0.13%	66
2014 Q2	$1.01M	Buy	14,020 +13,842	+7,776%	+$963K	0.13%	67
2014 Q1	$12K	Hold	178	–	–	﹤0.01%	817
2013 Q4	$11K	Buy	178 +18	+11%	+$1.06K	﹤0.01%	780
2013 Q3	$9K	Hold	160	–	–	﹤0.01%	831
2013 Q2	$10K	Buy	+160	New	+$9.99K	﹤0.01%	830