Trustmark National Bank Trust Department’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,908
| Closed | -$292K | – | 277 |
|
2025
Q1 | $292K | Sell |
1,908
-603
| -24% | -$92.2K | 0.02% | 249 |
|
2024
Q4 | $376K | Buy |
2,511
+674
| +37% | +$101K | 0.03% | 222 |
|
2024
Q3 | $301K | Sell |
1,837
-176
| -9% | -$28.9K | 0.02% | 253 |
|
2024
Q2 | $279K | Buy |
+2,013
| New | +$279K | 0.02% | 249 |
|
2022
Q4 | – | Sell |
-26,789
| Closed | -$2.22M | – | 267 |
|
2022
Q3 | $2.22M | Buy |
+26,789
| New | +$2.22M | 0.21% | 84 |
|