Wedmont Private Capital’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
1,999
-96
| -5% | -$13.6K | 0.01% | 591 |
|
|
2025
Q1 | $326K | Buy |
2,095
+317
| +18% | +$49.3K | 0.02% | 497 |
|
|
2024
Q4 | $273K | Buy |
1,778
+2
| +0.1% | +$307 | 0.01% | 562 |
|
|
2024
Q3 | $280K | Buy |
1,776
+75
| +4% | +$11.8K | 0.02% | 531 |
|
|
2024
Q2 | $241K | Buy |
1,701
+96
| +6% | +$13.6K | 0.02% | 560 |
|
|
2024
Q1 | $215K | Buy |
+1,605
| New | +$215K | 0.02% | 548 |
|
|
2022
Q2 | – | Sell |
-3,394
| Closed | -$384K | – | 349 |
|
|
2022
Q1 | $384K | Buy |
+3,394
| New | +$384K | 0.09% | 181 |
|