Private 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 | $15.7K | Hold |
110
| – | – | 0.01% | 367 |
|
|
2025
Q1 | $16.8K | Hold |
110
| – | – | 0.01% | 336 |
|
|
2024
Q4 | $16.5K | Hold |
110
| – | – | 0.01% | 356 |
|
|
2024
Q3 | $18K | Hold |
110
| – | – | 0.01% | 314 |
|
|
2024
Q2 | $15.2K | Hold |
110
| – | – | 0.01% | 338 |
|
|
2024
Q1 | $15.2K | Hold |
110
| – | – | 0.01% | 323 |
|
|
2023
Q4 | $11.5K | Buy |
+110
| New | +$11.5K | 0.01% | 379 |
|