UMB Bank’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7K | Sell |
110
-82
| -43% | -$11.7K | ﹤0.01% | 1457 |
|
|
2025
Q1 | $29.4K | Buy |
192
+76
| +66% | +$11.6K | ﹤0.01% | 1233 |
|
|
2024
Q4 | $17.3K | Buy |
116
+17
| +17% | +$2.54K | ﹤0.01% | 1312 |
|
|
2024
Q3 | $16.2K | Hold |
99
| – | – | ﹤0.01% | 1309 |
|
|
2024
Q2 | $13.7K | Sell |
99
-1,179
| -92% | -$163K | ﹤0.01% | 1186 |
|
|
2024
Q1 | $176K | Sell |
1,278
-6,905
| -84% | -$953K | ﹤0.01% | 595 |
|
|
2023
Q4 | $857K | Hold |
8,183
| – | – | 0.01% | 351 |
|
|
2023
Q3 | $774K | Hold |
8,183
| – | – | 0.01% | 355 |
|
|
2023
Q2 | $822K | Hold |
8,183
| – | – | 0.01% | 358 |
|
|
2023
Q1 | $664K | Sell |
8,183
-10
| -0.1% | -$811 | 0.01% | 380 |
|
|
2022
Q4 | $612K | Sell |
8,193
-228
| -3% | -$17K | 0.01% | 394 |
|
|
2022
Q3 | $697K | Sell |
8,421
-11
| -0.1% | -$910 | 0.01% | 392 |
|
|
2022
Q2 | $674K | Sell |
8,432
-12
| -0.1% | -$959 | 0.01% | 422 |
|
|
2022
Q1 | $955K | Hold |
8,444
| – | – | 0.01% | 393 |
|
|
2021
Q4 | $961K | Buy |
+8,444
| New | +$961K | 0.01% | 393 |
|
|
2020
Q1 | – | Sell |
-3,470
| Closed | -$260K | – | 340 |
|
|
2019
Q4 | $260K | Sell |
3,470
-764
| -18% | -$57.2K | 0.01% | 322 |
|
|
2019
Q3 | $242 | Sell |
4,234
-949
| -18% | -$54 | 0.01% | 344 |
|
|
2019
Q2 | $292 | Buy |
5,183
+309
| +6% | +$17 | 0.01% | 314 |
|
|
2019
Q1 | $265K | Buy |
4,874
+644
| +15% | +$35K | 0.01% | 314 |
|
|
2018
Q4 | $218 | Buy |
4,230
+498
| +13% | +$26 | 0.01% | 311 |
|
|
2018
Q3 | $267K | Hold |
3,732
| – | – | 0.01% | 303 |
|
|
2018
Q2 | $259K | Buy |
3,732
+26
| +0.7% | +$1.8K | 0.01% | 302 |
|
|
2018
Q1 | $244K | Sell |
3,706
-79
| -2% | -$5.2K | 0.01% | 302 |
|
|
2017
Q4 | $273K | Buy |
3,785
+196
| +5% | +$14.1K | 0.01% | 293 |
|
|
2017
Q3 | $213K | Buy |
3,589
+424
| +13% | +$25.2K | 0.01% | 306 |
|
|
2017
Q2 | $205K | Buy |
+3,165
| New | +$205K | 0.01% | 312 |
|
|
2015
Q1 | – | Sell |
-3,835
| Closed | -$290K | – | 306 |
|
|
2014
Q4 | $290K | Buy |
3,835
+490
| +15% | +$37.1K | 0.01% | 254 |
|
|
2014
Q3 | $245 | Buy |
+3,345
| New | +$245 | 0.01% | 268 |
|
|
2014
Q1 | – | Sell |
-4,150
| Closed | -$263 | – | 304 |
|
|
2013
Q4 | $263 | Buy |
+4,150
| New | +$263 | 0.01% | 259 |
|