Pathstone Holdings’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
8,137
-246
| -3% | -$35K | ﹤0.01% | 1314 |
|
|
2025
Q1 | $1.28M | Buy |
8,383
+921
| +12% | +$141K | 0.01% | 1242 |
|
|
2024
Q4 | $1.12M | Buy |
7,462
+150
| +2% | +$22.4K | ﹤0.01% | 1305 |
|
|
2024
Q3 | $1.2M | Buy |
7,312
+183
| +3% | +$30K | 0.01% | 1267 |
|
|
2024
Q2 | $988K | Sell |
7,129
-303
| -4% | -$42K | ﹤0.01% | 1335 |
|
|
2024
Q1 | $1.03M | Buy |
7,432
+423
| +6% | +$58.4K | ﹤0.01% | 1262 |
|
|
2023
Q4 | $734K | Buy |
+7,009
| New | +$734K | ﹤0.01% | 1263 |
|