Meridian Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Sell |
6,476
-705
| -10% | -$100K | 0.04% | 326 |
|
|
2025
Q1 | $1.1M | Sell |
7,181
-1,566
| -18% | -$240K | 0.05% | 276 |
|
|
2024
Q4 | $1.31M | Buy |
8,747
+406
| +5% | +$60.7K | 0.06% | 242 |
|
|
2024
Q3 | $1.37M | Buy |
8,341
+1,073
| +15% | +$176K | 0.07% | 226 |
|
|
2024
Q2 | $1.01M | Buy |
+7,268
| New | +$1.01M | 0.12% | 116 |
|
|
2024
Q1 | – | Sell |
-5,921
| Closed | -$620K | – | 282 |
|
|
2023
Q4 | $620K | Buy |
5,921
+166
| +3% | +$17.4K | 0.04% | 336 |
|
|
2023
Q3 | $544K | Sell |
5,755
-452
| -7% | -$42.7K | 0.03% | 348 |
|
|
2023
Q2 | $624K | Sell |
6,207
-126
| -2% | -$12.7K | 0.05% | 284 |
|
|
2023
Q1 | $514K | Sell |
6,333
-125
| -2% | -$10.1K | 0.04% | 314 |
|
|
2022
Q4 | $482K | Buy |
6,458
+100
| +2% | +$7.47K | 0.05% | 309 |
|
|
2022
Q3 | $526K | Sell |
6,358
-6,472
| -50% | -$535K | 0.06% | 267 |
|
|
2022
Q2 | $1.03M | Buy |
+12,830
| New | +$1.03M | 0.08% | 245 |
|