Perfromance Wealth Partners’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Hold |
3,000
| – | – | 0.01% | 120 |
|
|
2025
Q1 | $459K | Sell |
3,000
-8
| -0.3% | -$1.22K | 0.02% | 99 |
|
|
2024
Q4 | $450K | Hold |
3,008
| – | – | 0.01% | 103 |
|
|
2024
Q3 | $493K | Buy |
3,008
+8
| +0.3% | +$1.31K | 0.02% | 105 |
|
|
2024
Q2 | $416K | Hold |
3,000
| – | – | 0.02% | 96 |
|
|
2024
Q1 | $414K | Hold |
3,000
| – | – | 0.02% | 107 |
|
|
2023
Q4 | $314K | Hold |
3,000
| – | – | 0.01% | 128 |
|
|
2023
Q3 | $284K | Sell |
3,000
-3,000
| -50% | -$284K | 0.01% | 140 |
|
|
2023
Q2 | $608K | Hold |
6,000
| – | – | 0.03% | 100 |
|
|
2023
Q1 | $487K | Hold |
6,000
| – | – | 0.02% | 113 |
|
|
2022
Q4 | $448K | Hold |
6,000
| – | – | 0.03% | 108 |
|
|
2022
Q3 | $497K | Hold |
6,000
| – | – | 0.03% | 98 |
|
|
2022
Q2 | $480K | Hold |
6,000
| – | – | 0.03% | 101 |
|
|
2022
Q1 | $679K | Hold |
6,000
| – | – | 0.03% | 98 |
|
|
2021
Q4 | $683K | Buy |
+6,000
| New | +$683K | 0.03% | 103 |
|