A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Davita Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 400 shares of DVA stock, worth $59,028. This represents 0.04% of its overall portfolio holdings.

Number of Shares
400
Previous 657 39.12%
Holding current value
$59,028
Previous $91,000 28.57%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$133.98 - $165.19 $34,432 - $42,453
-257 Reduced 39.12%
400 $65,000
Q2 2024

Aug 12, 2024

BUY
$126.11 - $147.14 $32,410 - $37,814
257 Added 64.25%
657 $91,000
Q2 2019

Aug 12, 2019

SELL
$43.42 - $57.79 $8,684 - $11,558
-200 Reduced 33.33%
400 $23,000
Q1 2018

May 08, 2018

SELL
$65.0 - $80.03 $39,000 - $48,018
-600 Reduced 50.0%
600 $40,000
Q4 2017

Feb 09, 2018

SELL
$53.89 - $72.36 $21,556 - $28,944
-400 Reduced 25.0%
1,200 $87,000
Q3 2017

Nov 09, 2017

BUY
$56.13 - $64.78 $89,808 - $103,648
1,600
1,600 $95,000

Others Institutions Holding DVA

About DAVITA INC.


  • Ticker DVA
  • Exchange NYSE
  • Sector Healthcare
  • Industry Medical Care Facilities
  • Shares Outstandng 91,300,000
  • Market Cap $13.5B
  • 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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