Wilbanks Smith & Thomas Asset Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $440K | Hold |
3,185
| – | – | 0.01% | 364 |
|
|
2023
Q4 | $334K | Hold |
3,185
| – | – | 0.01% | 407 |
|
|
2023
Q3 | $301K | Hold |
3,185
| – | – | 0.01% | 400 |
|
|
2023
Q2 | $320K | Hold |
3,185
| – | – | 0.01% | 398 |
|
|
2023
Q1 | $258K | Sell |
3,185
-315
| -9% | -$25.6K | 0.01% | 438 |
|
|
2022
Q4 | $261K | Hold |
3,500
| – | – | 0.01% | 411 |
|
|
2022
Q3 | $290K | Hold |
3,500
| – | – | 0.01% | 368 |
|
|
2022
Q2 | $280K | Hold |
3,500
| – | – | 0.01% | 391 |
|
|
2022
Q1 | $376K | Hold |
3,500
| – | – | 0.02% | 352 |
|
|
2021
Q4 | $398K | Hold |
3,500
| – | – | 0.01% | 361 |
|
|
2021
Q3 | $407K | Hold |
3,500
| – | – | 0.02% | 340 |
|
|
2021
Q2 | $422K | Buy |
+3,500
| New | +$422K | 0.02% | 338 |
|