Sequoia Financial Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Buy |
2,018
+143
| +8% | +$20.4K | ﹤0.01% | 1274 |
|
|
2025
Q1 | $287K | Sell |
1,875
-22
| -1% | -$3.37K | ﹤0.01% | 1075 |
|
|
2024
Q4 | $284K | Buy |
1,897
+110
| +6% | +$16.5K | ﹤0.01% | 1040 |
|
|
2024
Q3 | $293K | Buy |
1,787
+32
| +2% | +$5.25K | ﹤0.01% | 977 |
|
|
2024
Q2 | $243K | Buy |
1,755
+14
| +0.8% | +$1.94K | ﹤0.01% | 983 |
|
|
2024
Q1 | $240K | Sell |
1,741
-1,196
| -41% | -$165K | ﹤0.01% | 961 |
|
|
2023
Q4 | $308K | Buy |
+2,937
| New | +$308K | ﹤0.01% | 916 |
|