A detailed history of Integrated Wealth Concepts LLC transactions in Davita Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,915 shares of DVA stock, worth $1.63 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,915
Previous 5,463 81.49%
Holding current value
$1.63 Million
Previous $757,000 114.66%
% of portfolio
0.02%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$133.98 - $165.19 $596,478 - $735,425
4,452 Added 81.49%
9,915 $1.63 Million
Q2 2024

Aug 14, 2024

SELL
$126.11 - $147.14 $86,259 - $100,643
-684 Reduced 11.13%
5,463 $757,000
Q1 2024

May 15, 2024

SELL
$103.89 - $139.21 $62,437 - $83,665
-601 Reduced 8.91%
6,147 $848,000
Q4 2023

Feb 13, 2024

BUY
$73.2 - $108.8 $1,098 - $1,632
15 Added 0.22%
6,748 $706,000
Q3 2023

Nov 15, 2023

SELL
$94.53 - $112.68 $6,806 - $8,112
-72 Reduced 1.06%
6,733 $636,000
Q2 2023

Aug 15, 2023

BUY
$81.58 - $100.93 $29,531 - $36,536
362 Added 5.62%
6,805 $683,000
Q1 2023

May 03, 2023

SELL
$74.68 - $85.82 $43,389 - $49,861
-581 Reduced 8.27%
6,443 $523,000
Q4 2022

Feb 13, 2023

SELL
$65.42 - $99.31 $30,878 - $46,874
-472 Reduced 6.3%
7,024 $524,000
Q3 2022

Nov 14, 2022

BUY
$80.24 - $95.27 $24,633 - $29,247
307 Added 4.27%
7,496 $620,000
Q2 2022

Aug 08, 2022

SELL
$76.05 - $123.38 $6,160 - $9,993
-81 Reduced 1.11%
7,189 $575,000
Q1 2022

May 12, 2022

SELL
$108.37 - $120.0 $46,057 - $51,000
-425 Reduced 5.52%
7,270 $822,000
Q4 2021

Feb 15, 2022

SELL
$94.5 - $116.95 $3,780 - $4,678
-40 Reduced 0.52%
7,695 $875,000
Q3 2021

Nov 15, 2021

BUY
$116.26 - $133.78 $183,807 - $211,506
1,581 Added 25.69%
7,735 $899,000
Q2 2021

Aug 13, 2021

SELL
$105.44 - $127.98 $17,608 - $21,372
-167 Reduced 2.64%
6,154 $741,000
Q1 2021

May 13, 2021

SELL
$99.98 - $123.89 $39,192 - $48,564
-392 Reduced 5.84%
6,321 $681,000
Q4 2020

Feb 12, 2021

SELL
$82.82 - $117.4 $6,211 - $8,805
-75 Reduced 1.1%
6,713 $788,000
Q3 2020

Nov 13, 2020

SELL
$79.57 - $91.84 $27,133 - $31,317
-341 Reduced 4.78%
6,788 $581,000
Q2 2020

Jul 30, 2020

BUY
$65.52 - $88.28 $467,092 - $629,348
7,129 New
7,129 $564,000

Others Institutions Holding DVA

About DAVITA INC.


  • Ticker DVA
  • Exchange NYSE
  • Sector Healthcare
  • Industry Medical Care Facilities
  • Shares Outstandng 91,300,000
  • Market Cap $15B
  • Description
  • DaVita Inc. provides kidney dialysis services for patients suffering from chronic kidney failure. The company operates kidney dialysis centers and provides related lab services in outpatient dialysis centers. It also provides outpatient, hospital inpatient, and home-based hemodialysis services; owns clinical laboratories that provide routine lab...
More about DVA
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