MSFP
Mark Sheptoff Financial Planning’s DaVita DVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57K | Hold |
400
| – | – | 0.03% | 177 |
|
|
2025
Q1 | $61.2K | Hold |
400
| – | – | 0.03% | 156 |
|
|
2024
Q4 | $59.8K | Hold |
400
| – | – | 0.03% | 161 |
|
|
2024
Q3 | $65.6K | Sell |
400
-257
| -39% | -$42.1K | 0.03% | 153 |
|
|
2024
Q2 | $91K | Buy |
657
+257
| +64% | +$35.6K | 0.05% | 142 |
|
|
2024
Q1 | $55.2K | Hold |
400
| – | – | 0.03% | 164 |
|
|
2023
Q4 | $41.9K | Hold |
400
| – | – | 0.03% | 176 |
|
|
2023
Q3 | $37.8K | Hold |
400
| – | – | 0.02% | 166 |
|
|
2023
Q2 | $40.2K | Hold |
400
| – | – | 0.02% | 178 |
|
|
2023
Q1 | $32.4K | Hold |
400
| – | – | 0.02% | 180 |
|
|
2022
Q4 | $29.9K | Hold |
400
| – | – | 0.02% | 186 |
|
|
2022
Q3 | $33K | Hold |
400
| – | – | 0.02% | 171 |
|
|
2022
Q2 | $32K | Hold |
400
| – | – | 0.02% | 183 |
|
|
2022
Q1 | $45K | Hold |
400
| – | – | 0.02% | 186 |
|
|
2021
Q4 | $46K | Hold |
400
| – | – | 0.02% | 184 |
|
|
2021
Q3 | $47K | Hold |
400
| – | – | 0.03% | 185 |
|
|
2021
Q2 | $48K | Hold |
400
| – | – | 0.03% | 188 |
|
|
2021
Q1 | $43K | Hold |
400
| – | – | 0.02% | 176 |
|
|
2020
Q4 | $47K | Hold |
400
| – | – | 0.03% | 161 |
|
|
2020
Q3 | $34K | Hold |
400
| – | – | 0.02% | 162 |
|
|
2020
Q2 | $32K | Hold |
400
| – | – | 0.02% | 171 |
|
|
2020
Q1 | $30K | Hold |
400
| – | – | 0.02% | 158 |
|
|
2019
Q4 | $30K | Hold |
400
| – | – | 0.02% | 186 |
|
|
2019
Q3 | $23K | Hold |
400
| – | – | 0.02% | 197 |
|
|
2019
Q2 | $23K | Sell |
400
-200
| -33% | -$11.5K | 0.02% | 203 |
|
|
2019
Q1 | $33K | Hold |
600
| – | – | 0.02% | 175 |
|
|
2018
Q4 | $31K | Hold |
600
| – | – | 0.03% | 160 |
|
|
2018
Q3 | $43K | Hold |
600
| – | – | 0.03% | 175 |
|
|
2018
Q2 | $42K | Hold |
600
| – | – | 0.03% | 169 |
|
|
2018
Q1 | $40K | Sell |
600
-600
| -50% | -$40K | 0.03% | 177 |
|
|
2017
Q4 | $87K | Sell |
1,200
-400
| -25% | -$29K | 0.06% | 147 |
|
|
2017
Q3 | $95K | Sell |
1,600
-7,900
| -83% | -$469K | 0.06% | 144 |
|
|
2017
Q2 | $615K | Sell |
9,500
-1,201
| -11% | -$77.7K | 0.42% | 60 |
|
|
2017
Q1 | $727K | Sell |
10,701
-11,599
| -52% | -$788K | 0.52% | 49 |
|
|
2016
Q4 | $1.43M | Sell |
22,300
-11,550
| -34% | -$742K | 1.06% | 26 |
|
|
2016
Q3 | $2.24M | Sell |
33,850
-3,287
| -9% | -$217K | 1.66% | 17 |
|
|
2016
Q2 | $2.87M | Sell |
37,137
-100
| -0.3% | -$7.73K | 2.15% | 10 |
|
|
2016
Q1 | $2.73M | Sell |
37,237
-700
| -2% | -$51.4K | 2.22% | 11 |
|
|
2015
Q4 | $2.65M | Buy |
37,937
+100
| +0.3% | +$6.97K | 2.14% | 10 |
|
|
2015
Q3 | $2.74M | Buy |
37,837
+137
| +0.4% | +$9.91K | 2.4% | 8 |
|
|
2015
Q2 | $3M | Buy |
37,700
+600
| +2% | +$47.7K | 2.42% | 8 |
|
|
2015
Q1 | $3.02M | Buy |
37,100
+100
| +0.3% | +$8.13K | 2.51% | 7 |
|
|
2014
Q4 | $2.8M | Buy |
37,000
+600
| +2% | +$45.4K | 2.48% | 8 |
|
|
2014
Q3 | $2.66M | Buy |
36,400
+1,100
| +3% | +$80.4K | 2.35% | 8 |
|
|
2014
Q2 | $2.55M | Hold |
35,300
| – | – | 2.18% | 9 |
|
|
2014
Q1 | $2.43M | Buy |
+35,300
| New | +$2.43M | 2.15% | 9 |
|