Wingate Wealth Advisors’s DaVita DVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-545
Closed -$81.5K 186
2024
Q4
$81.5K Buy
+545
New +$81.5K 0.08% 158