Panoramic Investment Advisors’s DaVita DVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,473	Closed	-$220K	–	116
2024 Q4	$220K	Hold	1,473	–	–	0.14%	109
2024 Q3	$241K	Buy	+1,473	New	+$241K	0.17%	104
2024 Q1	$203K	Buy	+1,473	New	+$203K	0.15%	110