Orion Portfolio Solutions’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $695K | Buy |
4,545
+5
| +0.1% | +$765 | 0.01% | 1254 |
|
|
2024
Q4 | $679K | Sell |
4,540
-762
| -14% | -$114K | 0.01% | 1234 |
|
|
2024
Q3 | $869K | Sell |
5,302
-898
| -14% | -$147K | 0.01% | 1118 |
|
|
2024
Q2 | $859K | Sell |
6,200
-726
| -10% | -$101K | 0.01% | 1052 |
|
|
2024
Q1 | $956K | Sell |
6,926
-7,327
| -51% | -$1.01M | 0.01% | 1005 |
|
|
2023
Q4 | $1.55M | Sell |
14,253
-2,458
| -15% | -$267K | 0.02% | 753 |
|
|
2023
Q3 | $1.58M | Sell |
16,711
-5,229
| -24% | -$494K | 0.02% | 715 |
|
|
2023
Q2 | $2.2M | Sell |
21,940
-2,068
| -9% | -$208K | 0.02% | 611 |
|
|
2023
Q1 | $1.95M | Buy |
+24,008
| New | +$1.95M | 0.02% | 601 |
|
|
2020
Q3 | – | Sell |
-112
| Closed | -$9K | – | 845 |
|
|
2020
Q2 | $9K | Sell |
112
-31
| -22% | -$2.49K | ﹤0.01% | 1240 |
|
|
2020
Q1 | $11K | Buy |
143
+9
| +7% | +$692 | ﹤0.01% | 1023 |
|
|
2019
Q4 | $10K | Buy |
+134
| New | +$10K | ﹤0.01% | 993 |
|