Shelton Capital 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 | $4.82M | Sell |
33,854
-37,700
| -53% | -$5.37M | 0.11% | 163 |
|
|
2025
Q1 | $10.9M | Buy |
71,554
+9,736
| +16% | +$1.49M | 0.26% | 102 |
|
|
2024
Q4 | $9.24M | Sell |
61,818
-14,900
| -19% | -$2.23M | 0.23% | 105 |
|
|
2024
Q3 | $12.6M | Buy |
76,718
+20,700
| +37% | +$3.39M | 0.32% | 73 |
|
|
2024
Q2 | $7.76M | Sell |
56,018
-29,200
| -34% | -$4.05M | 0.21% | 111 |
|
|
2024
Q1 | $11.8M | Buy |
85,218
+14,900
| +21% | +$2.06M | 0.33% | 72 |
|
|
2023
Q4 | $7.37M | Buy |
70,318
+67,436
| +2,340% | +$7.06M | 0.23% | 100 |
|
|
2023
Q3 | $272K | Buy |
+2,882
| New | +$272K | 0.01% | 510 |
|
|
2018
Q1 | – | Sell |
-3,724
| Closed | -$269K | – | 855 |
|
|
2017
Q4 | $269K | Sell |
3,724
-54,100
| -94% | -$3.91M | 0.02% | 638 |
|
|
2017
Q3 | $3.43M | Sell |
57,824
-11,200
| -16% | -$665K | 0.23% | 99 |
|
|
2017
Q2 | $4.47M | Buy |
69,024
+22,700
| +49% | +$1.47M | 0.32% | 66 |
|
|
2017
Q1 | $3.15M | Buy |
+46,324
| New | +$3.15M | 0.22% | 91 |
|
|
2015
Q2 | – | Sell |
-2,524
| Closed | -$205K | – | 775 |
|
|
2015
Q1 | $205K | Buy |
+2,524
| New | +$205K | 0.02% | 748 |
|
|
2014
Q3 | – | Sell |
-8,124
| Closed | -$588K | – | 767 |
|
|
2014
Q2 | $588K | Hold |
8,124
| – | – | 0.08% | 294 |
|
|
2014
Q1 | $559K | Buy |
8,124
+900
| +12% | +$61.9K | 0.08% | 287 |
|
|
2013
Q4 | $458K | Buy |
+7,224
| New | +$458K | 0.07% | 349 |
|