Prestige Wealth Management Group’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84K | Hold |
48
| – | – | ﹤0.01% | 500 |
|
|
2025
Q1 | $7.34K | Hold |
48
| – | – | ﹤0.01% | 490 |
|
|
2024
Q4 | $7.18K | Hold |
48
| – | – | ﹤0.01% | 524 |
|
|
2024
Q3 | $7.87K | Hold |
48
| – | – | ﹤0.01% | 502 |
|
|
2024
Q2 | $6.65K | Hold |
48
| – | – | ﹤0.01% | 484 |
|
|
2024
Q1 | $6.63K | Hold |
48
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $5.03K | Hold |
48
| – | – | ﹤0.01% | 577 |
|
|
2023
Q3 | $4.54K | Hold |
48
| – | – | ﹤0.01% | 588 |
|
|
2023
Q2 | $4.82K | Hold |
48
| – | – | ﹤0.01% | 599 |
|
|
2023
Q1 | $3.89K | Hold |
48
| – | – | ﹤0.01% | 632 |
|
|
2022
Q4 | $3.58K | Hold |
48
| – | – | ﹤0.01% | 700 |
|
|
2022
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 588 |
|
|
2022
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 628 |
|
|
2022
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 602 |
|
|
2021
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 631 |
|
|
2021
Q3 | $6K | Hold |
48
| – | – | ﹤0.01% | 588 |
|
|
2021
Q2 | $6K | Hold |
48
| – | – | ﹤0.01% | 579 |
|
|
2021
Q1 | $5K | Sell |
48
-3
| -6% | -$313 | ﹤0.01% | 605 |
|
|
2020
Q4 | $6K | Buy |
51
+3
| +6% | +$353 | ﹤0.01% | 531 |
|
|
2020
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 563 |
|
|
2020
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 548 |
|
|
2020
Q1 | $4K | Buy |
+48
| New | +$4K | ﹤0.01% | 519 |
|
|
2019
Q1 | – | Sell |
-83
| Closed | -$4K | – | 670 |
|
|
2018
Q4 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 634 |
|