Mark Sheptoff Financial Planning’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57K | Hold |
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|
2025
Q1 | $61.2K | Hold |
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|
2024
Q4 | $59.8K | Hold |
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|
2024
Q3 | $65.6K | Sell |
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|
2024
Q2 | $91K | Buy |
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|
2024
Q1 | $55.2K | Hold |
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|
2023
Q4 | $41.9K | Hold |
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|
2023
Q3 | $37.8K | Hold |
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|
2023
Q2 | $40.2K | Hold |
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|
2023
Q1 | $32.4K | Hold |
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|
2022
Q4 | $29.9K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $45K | Hold |
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|
2021
Q4 | $46K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $43K | Hold |
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|
2020
Q4 | $47K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $32K | Hold |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $30K | Hold |
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|
2019
Q3 | $23K | Hold |
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|
2019
Q2 | $23K | Sell |
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|
2019
Q1 | $33K | Hold |
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|
2018
Q4 | $31K | Hold |
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|
2018
Q3 | $43K | Hold |
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|
2018
Q2 | $42K | Hold |
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|
2018
Q1 | $40K | Sell |
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|
2017
Q4 | $87K | Sell |
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|
2017
Q3 | $95K | Sell |
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|
2017
Q2 | $615K | Sell |
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|
2017
Q1 | $727K | Sell |
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|
2016
Q4 | $1.43M | Sell |
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|
2016
Q3 | $2.24M | Sell |
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|
2016
Q2 | $2.87M | Sell |
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|
2016
Q1 | $2.73M | Sell |
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|
2015
Q4 | $2.65M | Buy |
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|
2015
Q3 | $2.74M | Buy |
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|
2015
Q2 | $3M | Buy |
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|
2015
Q1 | $3.02M | Buy |
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|
2014
Q4 | $2.8M | Buy |
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|
2014
Q3 | $2.66M | Buy |
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|
2014
Q2 | $2.55M | Hold |
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|
2014
Q1 | $2.43M | Buy |
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