Northwestern Mutual 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 | $245K | Buy |
1,722
+53
| +3% | +$7.55K | ﹤0.01% | 1650 |
|
|
2025
Q1 | $255K | Sell |
1,669
-63
| -4% | -$9.64K | ﹤0.01% | 1567 |
|
|
2024
Q4 | $259K | Sell |
1,732
-454
| -21% | -$67.9K | ﹤0.01% | 1543 |
|
|
2024
Q3 | $358K | Sell |
2,186
-222
| -9% | -$36.4K | ﹤0.01% | 1430 |
|
|
2024
Q2 | $334K | Sell |
2,408
-9
| -0.4% | -$1.25K | ﹤0.01% | 1386 |
|
|
2024
Q1 | $334K | Buy |
2,417
+84
| +4% | +$11.6K | ﹤0.01% | 1365 |
|
|
2023
Q4 | $244K | Sell |
2,333
-145
| -6% | -$15.2K | ﹤0.01% | 1439 |
|
|
2023
Q3 | $234K | Buy |
2,478
+407
| +20% | +$38.5K | ﹤0.01% | 1407 |
|
|
2023
Q2 | $208K | Sell |
2,071
-510
| -20% | -$51.2K | ﹤0.01% | 1441 |
|
|
2023
Q1 | $209K | Sell |
2,581
-23
| -0.9% | -$1.87K | ﹤0.01% | 1422 |
|
|
2022
Q4 | $194K | Sell |
2,604
-108
| -4% | -$8.06K | ﹤0.01% | 1430 |
|
|
2022
Q3 | $225K | Sell |
2,712
-96
| -3% | -$7.97K | ﹤0.01% | 1359 |
|
|
2022
Q2 | $225K | Sell |
2,808
-139
| -5% | -$11.1K | ﹤0.01% | 1351 |
|
|
2022
Q1 | $333K | Sell |
2,947
-1,038
| -26% | -$117K | ﹤0.01% | 1245 |
|
|
2021
Q4 | $453K | Buy |
3,985
+199
| +5% | +$22.6K | ﹤0.01% | 1121 |
|
|
2021
Q3 | $441K | Sell |
3,786
-366
| -9% | -$42.6K | ﹤0.01% | 1041 |
|
|
2021
Q2 | $501K | Sell |
4,152
-11
| -0.3% | -$1.33K | ﹤0.01% | 981 |
|
|
2021
Q1 | $449K | Sell |
4,163
-282
| -6% | -$30.4K | ﹤0.01% | 957 |
|
|
2020
Q4 | $522K | Buy |
4,445
+570
| +15% | +$66.9K | ﹤0.01% | 817 |
|
|
2020
Q3 | $332K | Buy |
3,875
+93
| +2% | +$7.97K | ﹤0.01% | 865 |
|
|
2020
Q2 | $299K | Buy |
3,782
+972
| +35% | +$76.8K | ﹤0.01% | 846 |
|
|
2020
Q1 | $213K | Buy |
2,810
+341
| +14% | +$25.8K | ﹤0.01% | 866 |
|
|
2019
Q4 | $185K | Buy |
2,469
+1,533
| +164% | +$115K | ﹤0.01% | 983 |
|
|
2019
Q3 | $53K | Buy |
936
+519
| +124% | +$29.4K | ﹤0.01% | 1399 |
|
|
2019
Q2 | $23K | Buy |
417
+76
| +22% | +$4.19K | ﹤0.01% | 1668 |
|
|
2019
Q1 | $19K | Sell |
341
-32
| -9% | -$1.78K | ﹤0.01% | 1735 |
|
|
2018
Q4 | $19K | Sell |
373
-977
| -72% | -$49.8K | ﹤0.01% | 1605 |
|
|
2018
Q3 | $96K | Sell |
1,350
-3
| -0.2% | -$213 | ﹤0.01% | 1053 |
|
|
2018
Q2 | $94K | Sell |
1,353
-907
| -40% | -$63K | ﹤0.01% | 1017 |
|
|
2018
Q1 | $149K | Sell |
2,260
-108
| -5% | -$7.12K | ﹤0.01% | 822 |
|
|
2017
Q4 | $171K | Sell |
2,368
-905
| -28% | -$65.4K | ﹤0.01% | 767 |
|
|
2017
Q3 | $195K | Sell |
3,273
-512
| -14% | -$30.5K | ﹤0.01% | 691 |
|
|
2017
Q2 | $245K | Sell |
3,785
-67
| -2% | -$4.34K | ﹤0.01% | 632 |
|
|
2017
Q1 | $262K | Sell |
3,852
-921
| -19% | -$62.6K | ﹤0.01% | 591 |
|
|
2016
Q4 | $306K | Buy |
+4,773
| New | +$306K | ﹤0.01% | 555 |
|
|
2016
Q3 | – | Sell |
-3,070
| Closed | -$237K | – | 520 |
|
|
2016
Q2 | $237K | Sell |
3,070
-445
| -13% | -$34.4K | ﹤0.01% | 548 |
|
|
2016
Q1 | $258K | Sell |
3,515
-4
| -0.1% | -$294 | ﹤0.01% | 510 |
|
|
2015
Q4 | $245K | Buy |
3,519
+236
| +7% | +$16.4K | ﹤0.01% | 480 |
|
|
2015
Q3 | $237K | Sell |
3,283
-91
| -3% | -$6.57K | 0.01% | 463 |
|
|
2015
Q2 | $268K | Buy |
3,374
+174
| +5% | +$13.8K | 0.01% | 422 |
|
|
2015
Q1 | $260K | Sell |
3,200
-856
| -21% | -$69.6K | 0.01% | 407 |
|
|
2014
Q4 | $307K | Buy |
4,056
+1,441
| +55% | +$109K | 0.01% | 367 |
|
|
2014
Q3 | $191K | Buy |
2,615
+319
| +14% | +$23.3K | 0.01% | 410 |
|
|
2014
Q2 | $166K | Buy |
2,296
+995
| +76% | +$71.9K | 0.01% | 415 |
|
|
2014
Q1 | $90K | Hold |
1,301
| – | – | ﹤0.01% | 510 |
|
|
2013
Q4 | $82K | Buy |
1,301
+18
| +1% | +$1.14K | ﹤0.01% | 522 |
|
|
2013
Q3 | $73K | Buy |
1,283
+845
| +193% | +$48.1K | ﹤0.01% | 510 |
|
|
2013
Q2 | $26K | Buy |
+438
| New | +$26K | ﹤0.01% | 652 |
|