WestEnd 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 | $285 | Hold |
2
| – | – | ﹤0.01% | 335 |
|
|
2025
Q1 | $306 | Buy |
2
+1
| +100% | +$153 | ﹤0.01% | 314 |
|
|
2024
Q4 | $150 | Hold |
1
| – | – | ﹤0.01% | 290 |
|
|
2024
Q3 | $164 | Hold |
1
| – | – | ﹤0.01% | 308 |
|
|
2024
Q2 | $139 | Hold |
1
| – | – | ﹤0.01% | 297 |
|
|
2024
Q1 | $138 | Hold |
1
| – | – | ﹤0.01% | 279 |
|
|
2023
Q4 | $105 | Hold |
1
| – | – | ﹤0.01% | 275 |
|
|
2023
Q3 | $95 | Buy |
+1
| New | +$95 | ﹤0.01% | 269 |
|
|
2023
Q2 | – | Hold |
0
| – | -$81 | – | 113 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$75 | – | 287 |
|
|
2022
Q4 | $75 | Hold |
1
| – | – | ﹤0.01% | 288 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 188 |
|
|
2022
Q2 | $79 | Buy |
+1
| New | +$79 | ﹤0.01% | 283 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 287 |
|
|
2021
Q4 | – | Hold |
0
| – | -$116K | – | 389 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 315 |
|