Strategic Advocates’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Hold |
1,445
| – | – | 0.06% | 123 |
|
|
2025
Q1 | $221K | Buy |
1,445
+8
| +0.6% | +$1.22K | 0.08% | 100 |
|
|
2024
Q4 | $215K | Sell |
1,437
-539
| -27% | -$80.6K | 0.07% | 103 |
|
|
2024
Q3 | $324K | Sell |
1,976
-738
| -27% | -$121K | 0.12% | 91 |
|
|
2024
Q2 | $376K | Sell |
2,714
-2,300
| -46% | -$319K | 0.15% | 83 |
|
|
2024
Q1 | $692K | Sell |
5,014
-339
| -6% | -$46.8K | 0.27% | 59 |
|
|
2023
Q4 | $561K | Buy |
5,353
+344
| +7% | +$36K | 0.24% | 80 |
|
|
2023
Q3 | $474K | Buy |
+5,009
| New | +$474K | 0.22% | 87 |
|