Ownership history in KWB Wealth · 5 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in DAVITA INC (DVA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,858 | -295 | -13.7% | 0.03% | $265K | $132.87 |
| 2025 Q2 | ADDED | 2,153 | +42 | +2.0% | 0.04% | $329K | $142.45 |
| 2025 Q1 | ADDED | 2,111 | +43 | +2.1% | 0.04% | $316K | $152.97 |
| 2024 Q4 | ADDED | 2,068 | +9 | +0.4% | 0.04% | $339K | $149.55 |
| 2024 Q3 | INITIATED | 2,059 | — | — | 0.04% | $285K | $163.93 |
As of 2025 Q4 — sorted by position size