Oak Thistle LLC’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
+7,889
| New | +$1.12M | 0.17% | 237 |
|
|
2024
Q1 | – | Sell |
-3,551
| Closed | -$372K | – | 356 |
|
|
2023
Q4 | $372K | Buy |
+3,551
| New | +$372K | 0.11% | 331 |
|
|
2023
Q3 | – | Sell |
-2,742
| Closed | -$275K | – | 497 |
|
|
2023
Q2 | $275K | Buy |
+2,742
| New | +$275K | 0.15% | 268 |
|
|
2022
Q2 | – | Sell |
-4,425
| Closed | -$500K | – | 245 |
|
|
2022
Q1 | $500K | Buy |
+4,425
| New | +$500K | 0.26% | 166 |
|