Perfromance Wealth Partners’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $399K | Hold |
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|
2025
Q2 | $427K | Hold |
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|
2025
Q1 | $459K | Sell |
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|
2024
Q4 | $450K | Hold |
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|
2024
Q3 | $493K | Buy |
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|
2024
Q2 | $416K | Hold |
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|
2024
Q1 | $414K | Hold |
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|
2023
Q4 | $314K | Hold |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $608K | Hold |
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|
2023
Q1 | $487K | Hold |
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|
2022
Q4 | $448K | Hold |
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|
2022
Q3 | $497K | Hold |
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|
2022
Q2 | $480K | Hold |
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|
2022
Q1 | $679K | Hold |
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|
2021
Q4 | $683K | Buy |
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