NewEdge 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 | $72.8K | Hold |
511
| – | – | ﹤0.01% | 2544 |
|
|
2025
Q1 | $78.2K | Buy |
511
+88
| +21% | +$13.5K | ﹤0.01% | 2380 |
|
|
2024
Q4 | $63.3K | Sell |
423
-8
| -2% | -$1.2K | ﹤0.01% | 2438 |
|
|
2024
Q3 | $70.7K | Sell |
431
-203
| -32% | -$33.3K | ﹤0.01% | 2321 |
|
|
2024
Q2 | $87.9K | Buy |
634
+71
| +13% | +$9.84K | ﹤0.01% | 2164 |
|
|
2024
Q1 | $77.7K | Sell |
563
-162
| -22% | -$22.4K | ﹤0.01% | 2148 |
|
|
2023
Q4 | $76K | Sell |
725
-6,065
| -89% | -$635K | ﹤0.01% | 2063 |
|
|
2023
Q3 | $642K | Buy |
+6,790
| New | +$642K | 0.01% | 1064 |
|
|
2020
Q4 | – | Sell |
-8,422
| Closed | -$721K | – | 1009 |
|
|
2020
Q3 | $721K | Sell |
8,422
-3,578
| -30% | -$306K | 0.03% | 467 |
|
|
2020
Q2 | $950K | Buy |
12,000
+3,620
| +43% | +$287K | 0.04% | 371 |
|
|
2020
Q1 | $637K | Buy |
+8,380
| New | +$637K | 0.03% | 399 |
|