Mather Group’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,201
| Closed | -$184K | – | 908 |
|
|
2025
Q1 | $184K | Buy |
1,201
+79
| +7% | +$12.1K | ﹤0.01% | 615 |
|
|
2024
Q4 | $168K | Buy |
1,122
+142
| +14% | +$21.2K | ﹤0.01% | 617 |
|
|
2024
Q3 | $161K | Sell |
980
-10
| -1% | -$1.64K | ﹤0.01% | 636 |
|
|
2024
Q2 | $137K | Buy |
990
+133
| +16% | +$18.4K | ﹤0.01% | 716 |
|
|
2024
Q1 | $89.8K | Buy |
+857
| New | +$89.8K | ﹤0.01% | 727 |
|