Mission 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
$938K Buy
6,588
+1
+0% +$142 0.02% 324
2025
Q1
$1.01M Hold
6,587
0.02% 287
2024
Q4
$985K Buy
6,587
+3
+0% +$449 0.02% 274
2024
Q3
$1.08M Sell
6,584
-4,646
-41% -$762K 0.03% 267
2024
Q2
$1.56M Buy
+11,230
New +$1.56M 0.04% 189