Ritholtz Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $858K | Sell |
6,022
-667
| -10% | -$95K | 0.02% | 489 |
|
|
2025
Q1 | $1.02M | Sell |
6,689
-82
| -1% | -$12.5K | 0.03% | 395 |
|
|
2024
Q4 | $1.01M | Sell |
6,771
-766
| -10% | -$115K | 0.03% | 361 |
|
|
2024
Q3 | $1.24M | Sell |
7,537
-2,246
| -23% | -$368K | 0.04% | 330 |
|
|
2024
Q2 | $1.36M | Buy |
9,783
+371
| +4% | +$51.4K | 0.04% | 274 |
|
|
2024
Q1 | $1.3M | Buy |
9,412
+1,737
| +23% | +$240K | 0.04% | 292 |
|
|
2023
Q4 | $804K | Buy |
7,675
+574
| +8% | +$60.1K | 0.03% | 376 |
|
|
2023
Q3 | $671K | Buy |
7,101
+2,912
| +70% | +$275K | 0.03% | 389 |
|
|
2023
Q2 | $421K | Buy |
+4,189
| New | +$421K | 0.02% | 468 |
|
|
2022
Q4 | – | Sell |
-4,011
| Closed | -$332K | – | 620 |
|
|
2022
Q3 | $332K | Sell |
4,011
-937
| -19% | -$77.6K | 0.02% | 515 |
|
|
2022
Q2 | $396K | Sell |
4,948
-1,085
| -18% | -$86.8K | 0.02% | 369 |
|
|
2022
Q1 | $682K | Buy |
6,033
+35
| +0.6% | +$3.96K | 0.05% | 250 |
|
|
2021
Q4 | $682K | Sell |
5,998
-1,231
| -17% | -$140K | 0.04% | 237 |
|
|
2021
Q3 | $840K | Sell |
7,229
-111
| -2% | -$12.9K | 0.06% | 170 |
|
|
2021
Q2 | $884K | Sell |
7,340
-317
| -4% | -$38.2K | 0.06% | 163 |
|
|
2021
Q1 | $825K | Sell |
7,657
-411
| -5% | -$44.3K | 0.07% | 133 |
|
|
2020
Q4 | $947K | Buy |
8,068
+162
| +2% | +$19K | 0.09% | 95 |
|
|
2020
Q3 | $677K | Buy |
7,906
+2,355
| +42% | +$202K | 0.08% | 105 |
|
|
2020
Q2 | $439K | Buy |
5,551
+2,615
| +89% | +$207K | 0.06% | 126 |
|
|
2020
Q1 | $223K | Buy |
+2,936
| New | +$223K | 0.04% | 135 |
|