Wealth Enhancement Advisory Services’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $613K | Sell |
4,302
-49
| -1% | -$6.99K | ﹤0.01% | 2060 |
|
|
2025
Q1 | $666K | Buy |
4,351
+800
| +23% | +$122K | ﹤0.01% | 1841 |
|
|
2024
Q4 | $531K | Buy |
3,551
+69
| +2% | +$10.3K | ﹤0.01% | 1937 |
|
|
2024
Q3 | $571K | Buy |
3,482
+269
| +8% | +$44.1K | ﹤0.01% | 1729 |
|
|
2024
Q2 | $445K | Buy |
3,213
+57
| +2% | +$7.9K | ﹤0.01% | 1718 |
|
|
2024
Q1 | $436K | Sell |
3,156
-2,069
| -40% | -$286K | ﹤0.01% | 1667 |
|
|
2023
Q4 | $547K | Buy |
5,225
+2,407
| +85% | +$252K | ﹤0.01% | 1446 |
|
|
2023
Q3 | $266K | Buy |
+2,818
| New | +$266K | ﹤0.01% | 1807 |
|