Integrated Wealth Concepts LLC Davita Inc. Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Davita Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,086 shares of DVA stock, worth $539,678. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,086
Previous 4,847 15.7%
Holding current value
$539,678
Previous $724,000 13.67%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$140.0 - $177.35 $106,540 - $134,963
-761 Reduced 15.7%
4,086 $625,000
Q4 2024

Feb 14, 2025
SELL
$139.81 - $167.96 $708,557 - $851,221
-5,068 Reduced 51.11%
4,847 $724,000
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

# of Institutions
671
Shares Held
71.7M
Call Options Held
845K
Put Options Held
1.22M
View Full List

About DAVITA INC.

DVA Quotes by TradingView
  • Ticker DVA
  • Exchange NYSE
  • Sector Healthcare
  • Industry Medical Care Facilities
  • Shares Outstandng 91,300,000
  • Market Cap $12.1B
  • 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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