Whittier Trust’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $661K | Hold |
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|
2025
Q2 | $718K | Hold |
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|
2025
Q1 | $771K | Sell |
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|
2024
Q4 | $967K | Hold |
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|
2024
Q3 | $1.06M | Hold |
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|
2024
Q2 | $896K | Hold |
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|
2024
Q1 | $892K | Sell |
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|
2023
Q4 | $729K | Sell |
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|
2023
Q3 | $658K | Hold |
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|
2023
Q2 | $700K | Hold |
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|
2023
Q1 | $565K | Hold |
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|
2022
Q4 | $520K | Hold |
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|
2022
Q3 | $576K | Hold |
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|
2022
Q2 | $557K | Hold |
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|
2022
Q1 | $788K | Buy |
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|
2021
Q4 | $537K | Hold |
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|
2021
Q3 | $549K | Hold |
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|
2021
Q2 | $569K | Hold |
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|
2021
Q1 | $509K | Hold |
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|
2020
Q4 | $554K | Sell |
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|
2020
Q3 | $475K | Hold |
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|
2020
Q2 | $439K | Hold |
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|
2020
Q1 | $422K | Hold |
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|
2019
Q4 | $416K | Sell |
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|
2019
Q3 | $536K | Buy |
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|
2019
Q2 | $389K | Hold |
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|
2019
Q1 | $375K | Hold |
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|
2018
Q4 | $355K | Hold |
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|
2018
Q3 | $495K | Buy |
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|
2018
Q2 | $433K | Buy |
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|
2018
Q1 | $377K | Buy |
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|
2017
Q4 | $406K | Sell |
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|
2017
Q3 | $415K | Sell |
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|
2017
Q2 | $541K | Hold |
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|
2017
Q1 | $568K | Sell |
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|
2016
Q4 | $3.04M | Buy |
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|
2016
Q3 | $3.06M | Sell |
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|
2016
Q2 | $3.59M | Buy |
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|
2016
Q1 | $3.29M | Buy |
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|
2015
Q4 | $3M | Buy |
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|
2015
Q3 | $3.02M | Buy |
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|
2015
Q2 | $3.09M | Buy |
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|
2015
Q1 | $2.97M | Buy |
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|
2014
Q4 | $2.63M | Buy |
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|
2014
Q3 | $2.5M | Buy |
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|
2014
Q2 | $2.25M | Buy |
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|
2014
Q1 | $2.1M | Buy |
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|
2013
Q4 | $1.81M | Buy |
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|
2013
Q3 | $28K | Hold |
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|
2013
Q2 | $30K | Buy |
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