Moran 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 | $6.17M | Sell |
43,347
-73,857
| -63% | -$10.5M | 0.19% | 148 |
|
|
2025
Q1 | $17.9M | Buy |
117,204
+6,882
| +6% | +$1.05M | 0.6% | 46 |
|
|
2024
Q4 | $16.5M | Buy |
110,322
+55,756
| +102% | +$8.34M | 0.53% | 64 |
|
|
2024
Q3 | $8.95M | Buy |
54,566
+53,045
| +3,488% | +$8.7M | 0.28% | 113 |
|
|
2024
Q2 | $211K | Buy |
+1,521
| New | +$211K | 0.01% | 383 |
|