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Whipplewood Advisors’s DaVita DVA Stock Holding History

Whipplewood Advisors’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.71K Buy
19
+11
+138% +$1.57K ﹤0.01% 821
2025
Q1 		$2.91K Sell
8
-11
-58% -$4K ﹤0.01% 811
2024
Q4 		$2.84K Buy
+19
New +$2.84K ﹤0.01% 809