Patton Fund 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 | $244K | Sell |
1,713
-19,635
| -92% | -$2.8M | 0.05% | 219 |
|
2025
Q1 | $3.27M | Sell |
21,348
-6,336
| -23% | -$969K | 0.79% | 56 |
|
2024
Q4 | $4.14M | Sell |
27,684
-4,188
| -13% | -$626K | 0.81% | 57 |
|
2024
Q3 | $5.22M | Sell |
31,872
-1,695
| -5% | -$278K | 1.08% | 41 |
|
2024
Q2 | $4.65M | Buy |
+33,567
| New | +$4.65M | 0.98% | 48 |
|
2023
Q1 | – | Sell |
-2,751
| Closed | -$205K | – | 128 |
|
2022
Q4 | $205K | Buy |
+2,751
| New | +$205K | 0.06% | 166 |
|