WhitTier Trust Company’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
2,031
+100
| +5% | +$14.2K | 0.01% | 467 |
|
|
2025
Q1 | $295K | Hold |
1,931
| – | – | 0.01% | 468 |
|
|
2024
Q4 | $289K | Sell |
1,931
-333
| -15% | -$49.8K | 0.01% | 449 |
|
|
2024
Q3 | $371K | Hold |
2,264
| – | – | 0.01% | 393 |
|
|
2024
Q2 | $314K | Hold |
2,264
| – | – | 0.01% | 403 |
|
|
2024
Q1 | $313K | Sell |
2,264
-671
| -23% | -$92.6K | 0.01% | 398 |
|
|
2023
Q4 | $307K | Buy |
2,935
+1,500
| +105% | +$157K | 0.01% | 396 |
|
|
2023
Q3 | $136K | Hold |
1,435
| – | – | ﹤0.01% | 504 |
|
|
2023
Q2 | $144K | Hold |
1,435
| – | – | ﹤0.01% | 510 |
|
|
2023
Q1 | $116K | Hold |
1,435
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $107K | Sell |
1,435
-4
| -0.3% | -$299 | ﹤0.01% | 551 |
|
|
2022
Q3 | $119K | Hold |
1,439
| – | – | 0.01% | 529 |
|
|
2022
Q2 | $115K | Buy |
1,439
+4
| +0.3% | +$320 | ﹤0.01% | 529 |
|
|
2022
Q1 | $162K | Hold |
1,435
| – | – | 0.01% | 489 |
|
|
2021
Q4 | $163K | Hold |
1,435
| – | – | 0.01% | 491 |
|
|
2021
Q3 | $167K | Hold |
1,435
| – | – | 0.01% | 480 |
|
|
2021
Q2 | $173K | Hold |
1,435
| – | – | 0.01% | 471 |
|
|
2021
Q1 | $155K | Sell |
1,435
-219
| -13% | -$23.7K | 0.01% | 472 |
|
|
2020
Q4 | $194K | Sell |
1,654
-346
| -17% | -$40.6K | 0.01% | 432 |
|
|
2020
Q3 | $171K | Hold |
2,000
| – | – | 0.01% | 440 |
|
|
2020
Q2 | $158K | Sell |
2,000
-100
| -5% | -$7.9K | 0.01% | 429 |
|
|
2020
Q1 | $160K | Hold |
2,100
| – | – | 0.01% | 407 |
|
|
2019
Q4 | $158K | Hold |
2,100
| – | – | 0.01% | 416 |
|
|
2019
Q3 | $120K | Hold |
2,100
| – | – | 0.01% | 458 |
|
|
2019
Q2 | $118K | Hold |
2,100
| – | – | 0.01% | 452 |
|
|
2019
Q1 | $114K | Sell |
2,100
-600
| -22% | -$32.6K | 0.01% | 457 |
|
|
2018
Q4 | $139K | Sell |
2,700
-1,035
| -28% | -$53.3K | 0.01% | 412 |
|
|
2018
Q3 | $268K | Sell |
3,735
-100
| -3% | -$7.18K | 0.02% | 357 |
|
|
2018
Q2 | $266K | Sell |
3,835
-60
| -2% | -$4.16K | 0.02% | 350 |
|
|
2018
Q1 | $257K | Buy |
3,895
+785
| +25% | +$51.8K | 0.02% | 351 |
|
|
2017
Q4 | $225K | Sell |
3,110
-4,950
| -61% | -$358K | 0.02% | 341 |
|
|
2017
Q3 | $479K | Sell |
8,060
-100
| -1% | -$5.94K | 0.04% | 258 |
|
|
2017
Q2 | $528K | Hold |
8,160
| – | – | 0.05% | 244 |
|
|
2017
Q1 | $555K | Sell |
8,160
-7,455
| -48% | -$507K | 0.06% | 237 |
|
|
2016
Q4 | $1M | Sell |
15,615
-838
| -5% | -$53.8K | 0.11% | 174 |
|
|
2016
Q3 | $1.09M | Sell |
16,453
-54
| -0.3% | -$3.57K | 0.12% | 168 |
|
|
2016
Q2 | $1.28M | Sell |
16,507
-1,534
| -9% | -$119K | 0.15% | 149 |
|
|
2016
Q1 | $1.32M | Buy |
18,041
+1
| +0% | +$73 | 0.15% | 144 |
|
|
2015
Q4 | $1.26M | Sell |
18,040
-706
| -4% | -$49.2K | 0.15% | 152 |
|
|
2015
Q3 | $1.36M | Buy |
18,746
+1,190
| +7% | +$86.1K | 0.17% | 134 |
|
|
2015
Q2 | $1.4M | Sell |
17,556
-26
| -0.1% | -$2.07K | 0.16% | 141 |
|
|
2015
Q1 | $1.43M | Sell |
17,582
-994
| -5% | -$80.8K | 0.16% | 134 |
|
|
2014
Q4 | $1.41M | Sell |
18,576
-181
| -1% | -$13.7K | 0.16% | 134 |
|
|
2014
Q3 | $1.37M | Sell |
18,757
-186
| -1% | -$13.6K | 0.16% | 137 |
|
|
2014
Q2 | $1.37M | Buy |
18,943
+178
| +0.9% | +$12.9K | 0.15% | 139 |
|
|
2014
Q1 | $1.29M | Buy |
18,765
+1,026
| +6% | +$70.6K | 0.15% | 143 |
|
|
2013
Q4 | $1.12M | Buy |
+17,739
| New | +$1.12M | 0.14% | 148 |
|