Martin Capital 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 | $1.27M | Buy |
8,924
+400
| +5% | +$57K | 0.83% | 28 |
|
|
2025
Q1 | $1.3M | Sell |
8,524
-104
| -1% | -$15.9K | 0.93% | 28 |
|
|
2024
Q4 | $1.29M | Hold |
8,628
| – | – | 0.83% | 29 |
|
|
2024
Q3 | $1.41M | Hold |
8,628
| – | – | 1.01% | 27 |
|
|
2024
Q2 | $1.2M | Hold |
8,628
| – | – | 0.9% | 29 |
|
|
2024
Q1 | $1.19M | Hold |
8,628
| – | – | 0.93% | 28 |
|
|
2023
Q4 | $904K | Hold |
8,628
| – | – | 0.76% | 32 |
|
|
2023
Q3 | $816K | Sell |
8,628
-220
| -2% | -$20.8K | 0.79% | 30 |
|
|
2023
Q2 | $889K | Hold |
8,848
| – | – | 0.81% | 29 |
|
|
2023
Q1 | $718K | Sell |
8,848
-390
| -4% | -$31.6K | 0.74% | 34 |
|
|
2022
Q4 | $690K | Buy |
9,238
+1,760
| +24% | +$131K | 0.77% | 33 |
|
|
2022
Q3 | $619K | Sell |
7,478
-4,000
| -35% | -$331K | 0.91% | 33 |
|
|
2022
Q2 | $918K | Hold |
11,478
| – | – | 0.81% | 30 |
|
|
2022
Q1 | $1.3M | Sell |
11,478
-104
| -0.9% | -$11.8K | 0.89% | 29 |
|
|
2021
Q4 | $1.32M | Buy |
+11,582
| New | +$1.32M | 0.82% | 33 |
|