Mercer Global 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 | $1.96M | Buy |
13,773
+1,068
| +8% | +$152K | ﹤0.01% | 868 |
|
|
2025
Q1 | $1.94M | Buy |
12,705
+301
| +2% | +$46K | ﹤0.01% | 847 |
|
|
2024
Q4 | $1.86M | Buy |
12,404
+2,212
| +22% | +$331K | ﹤0.01% | 854 |
|
|
2024
Q3 | $1.66M | Buy |
10,192
+294
| +3% | +$47.9K | ﹤0.01% | 823 |
|
|
2024
Q2 | $1.45M | Buy |
9,898
+1,575
| +19% | +$231K | ﹤0.01% | 814 |
|
|
2024
Q1 | $1.15M | Buy |
8,323
+1,312
| +19% | +$181K | ﹤0.01% | 911 |
|
|
2023
Q4 | $734K | Buy |
7,011
+60
| +0.9% | +$6.28K | ﹤0.01% | 1109 |
|
|
2023
Q3 | $657K | Sell |
6,951
-26
| -0.4% | -$2.46K | ﹤0.01% | 1117 |
|
|
2023
Q2 | $701K | Sell |
6,977
-4,972
| -42% | -$500K | ﹤0.01% | 1083 |
|
|
2023
Q1 | $969K | Sell |
11,949
-13,797
| -54% | -$1.12M | ﹤0.01% | 924 |
|
|
2022
Q4 | $1.92M | Sell |
25,746
-4,904
| -16% | -$366K | 0.01% | 695 |
|
|
2022
Q3 | $2.54M | Sell |
30,650
-1,331
| -4% | -$110K | 0.02% | 571 |
|
|
2022
Q2 | $2.56M | Sell |
31,981
-2,121
| -6% | -$170K | 0.02% | 547 |
|
|
2022
Q1 | $3.86M | Sell |
34,102
-14,421
| -30% | -$1.63M | 0.02% | 462 |
|
|
2021
Q4 | $5.52M | Sell |
48,523
-25,629
| -35% | -$2.92M | 0.03% | 350 |
|
|
2021
Q3 | $8.62M | Buy |
74,152
+3,935
| +6% | +$457K | 0.06% | 252 |
|
|
2021
Q2 | $8.46M | Buy |
70,217
+3,792
| +6% | +$457K | 0.07% | 231 |
|
|
2021
Q1 | $7.16M | Buy |
66,425
+834
| +1% | +$89.9K | 0.07% | 238 |
|
|
2020
Q4 | $7.7M | Buy |
65,591
+5,741
| +10% | +$674K | 0.1% | 162 |
|
|
2020
Q3 | $5.13M | Buy |
59,850
+14,942
| +33% | +$1.28M | 0.08% | 196 |
|
|
2020
Q2 | $3.55M | Buy |
44,908
+12,227
| +37% | +$968K | 0.06% | 215 |
|
|
2020
Q1 | $2.49M | Buy |
+32,681
| New | +$2.49M | 0.05% | 274 |
|