United Capital 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 | $894K | Buy |
6,276
+3,949
| +170% | +$563K | 0.01% | 612 |
|
|
2025
Q1 | $356K | Sell |
2,327
-89
| -4% | -$13.6K | ﹤0.01% | 833 |
|
|
2024
Q4 | $361K | Buy |
2,416
+62
| +3% | +$9.27K | ﹤0.01% | 820 |
|
|
2024
Q3 | $386K | Buy |
2,354
+17
| +0.7% | +$2.79K | ﹤0.01% | 795 |
|
|
2024
Q2 | $324K | Sell |
2,337
-2,536
| -52% | -$351K | ﹤0.01% | 817 |
|
|
2024
Q1 | $673K | Sell |
4,873
-78
| -2% | -$10.8K | 0.01% | 653 |
|
|
2023
Q4 | $519K | Sell |
4,951
-4,537
| -48% | -$475K | ﹤0.01% | 712 |
|
|
2023
Q3 | $897K | Sell |
9,488
-1,607
| -14% | -$152K | 0.01% | 538 |
|
|
2023
Q2 | $1.11M | Sell |
11,095
-446
| -4% | -$44.8K | 0.01% | 529 |
|
|
2023
Q1 | $936K | Buy |
11,541
+2,610
| +29% | +$212K | 0.01% | 594 |
|
|
2022
Q4 | $667K | Sell |
8,931
-6,044
| -40% | -$451K | ﹤0.01% | 707 |
|
|
2022
Q3 | $1.24M | Sell |
14,975
-13,067
| -47% | -$1.08M | 0.01% | 567 |
|
|
2022
Q2 | $2.24M | Buy |
28,042
+1,901
| +7% | +$152K | 0.01% | 470 |
|
|
2022
Q1 | $2.96M | Buy |
26,141
+5,164
| +25% | +$584K | 0.01% | 450 |
|
|
2021
Q4 | $2.39M | Buy |
20,977
+18,058
| +619% | +$2.05M | 0.01% | 497 |
|
|
2021
Q3 | $339K | Buy |
2,919
+521
| +22% | +$60.5K | ﹤0.01% | 962 |
|
|
2021
Q2 | $289K | Sell |
2,398
-15
| -0.6% | -$1.81K | ﹤0.01% | 1026 |
|
|
2021
Q1 | $260K | Sell |
2,413
-29
| -1% | -$3.13K | ﹤0.01% | 1024 |
|
|
2020
Q4 | $287K | Sell |
2,442
-91
| -4% | -$10.7K | ﹤0.01% | 1007 |
|
|
2020
Q3 | $217K | Buy |
+2,533
| New | +$217K | ﹤0.01% | 1046 |
|
|
2018
Q2 | – | Sell |
-4,928
| Closed | -$325K | – | 1319 |
|
|
2018
Q1 | $325K | Buy |
4,928
+80
| +2% | +$5.28K | ﹤0.01% | 1064 |
|
|
2017
Q4 | $350K | Buy |
4,848
+96
| +2% | +$6.93K | ﹤0.01% | 1065 |
|
|
2017
Q3 | $282K | Buy |
4,752
+269
| +6% | +$16K | ﹤0.01% | 1133 |
|
|
2017
Q2 | $290K | Buy |
4,483
+24
| +0.5% | +$1.55K | ﹤0.01% | 1084 |
|
|
2017
Q1 | $303K | Sell |
4,459
-4,714
| -51% | -$320K | ﹤0.01% | 1041 |
|
|
2016
Q4 | $589K | Sell |
9,173
-48
| -0.5% | -$3.08K | 0.01% | 893 |
|
|
2016
Q3 | $609K | Sell |
9,221
-769
| -8% | -$50.8K | 0.01% | 904 |
|
|
2016
Q2 | $769K | Buy |
9,990
+1,101
| +12% | +$84.8K | 0.01% | 808 |
|
|
2016
Q1 | $652K | Buy |
8,889
+108
| +1% | +$7.92K | 0.01% | 805 |
|
|
2015
Q4 | $612K | Buy |
8,781
+2,820
| +47% | +$197K | 0.01% | 837 |
|
|
2015
Q3 | $431K | Sell |
5,961
-103
| -2% | -$7.45K | 0.01% | 940 |
|
|
2015
Q2 | $482K | Sell |
6,064
-689
| -10% | -$54.8K | 0.01% | 932 |
|
|
2015
Q1 | $548K | Sell |
6,753
-177
| -3% | -$14.4K | 0.01% | 868 |
|
|
2014
Q4 | $525K | Buy |
6,930
+3,243
| +88% | +$246K | 0.01% | 808 |
|
|
2014
Q3 | $270K | Buy |
+3,687
| New | +$270K | ﹤0.01% | 958 |
|