Personal Cfo Solutions, LLC Davita Inc. Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Davita Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 1,829 shares of DVA stock, worth $273,526. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,829

Previous 1,858 1.56%

Holding current value

$273,526

Previous $257,000 16.34%

% of portfolio

0.04%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$133.98 - $165.19 $3,885 - $4,790	-29 Reduced 1.56%	1,829 $299,000
Q2 2024 Aug 09, 2024	BUY	$126.11 - $147.14 $1,387 - $1,618	11 Added 0.6%	1,858 $257,000
Q1 2024 May 13, 2024	BUY	$103.89 - $139.21 $191,884 - $257,120	1,847 New	1,847 $254,000
Q4 2021 Feb 11, 2022	SELL	$94.5 - $116.95 $477,225 - $590,597	-5,050 Closed	0 $0
Q3 2021 Nov 18, 2021	SELL	$116.26 - $133.78 $3,487 - $4,013	-30 Reduced 0.59%	5,050 $587,000
Q2 2021 Jul 22, 2021	BUY	$105.44 - $127.98 $31,737 - $38,521	301 Added 6.3%	5,080 $612,000
Q1 2021 Apr 21, 2021	SELL	$99.98 - $123.89 $206,058 - $255,337	-2,061 Reduced 30.13%	4,779 $515,000
Q4 2020 Feb 09, 2021	SELL	$82.82 - $117.4 $253,512 - $359,361	-3,061 Reduced 30.92%	6,840 $803,000
Q3 2020 Nov 02, 2020	SELL	$79.57 - $91.84 $20,051 - $23,143	-252 Reduced 2.48%	9,901 $1,000
Q2 2020 Aug 03, 2020	BUY	$65.52 - $88.28 $1,506 - $2,030	23 Added 0.23%	10,153 $804,000
Q1 2020 Apr 30, 2020	BUY	$64.99 - $88.5 $159,160 - $216,736	2,449 Added 31.88%	10,130 $770,000
Q4 2019 Feb 13, 2020	BUY	$54.2 - $75.03 $416,310 - $576,305	7,681 New	7,681 $576,000

Others Institutions Holding DVA

# of Institutions

662

Shares Held

74.4M

Call Options Held

1.41M

Put Options Held

1.82M

View Full List

About DAVITA INC.

Ticker DVA
Exchange NYSE
Sector Healthcare
Industry Medical Care Facilities
Shares Outstandng 91,300,000
Market Cap $13.7B
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...

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Personal Cfo Solutions, LLC Davita Inc. Transaction History