Prestige Wealth Management Group’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 | $6.38K | Hold |
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|
2025
Q2 | $6.84K | Hold |
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|
2025
Q1 | $7.34K | Hold |
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|
2024
Q4 | $7.18K | Hold |
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|
2024
Q3 | $7.87K | Hold |
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|
2024
Q2 | $6.65K | Hold |
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|
2024
Q1 | $6.63K | Hold |
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|
2023
Q4 | $5.03K | Hold |
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|
2023
Q3 | $4.54K | Hold |
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|
2023
Q2 | $4.82K | Hold |
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|
2023
Q1 | $3.89K | Hold |
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|
2022
Q4 | $3.58K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $6K | Buy |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $4K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Buy |
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