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Sage Investment Counsel’s DaVita DVA Stock Holding History

Sage Investment Counsel’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$669K Sell
4,697
-274
-6% -$39K 0.78% 39
2025
Q1 		$760K Sell
4,971
-1,202
-19% -$184K 0.96% 30
2024
Q4 		$923K Buy
+6,173
New +$923K 1.2% 19