Number of Shares
1,500.00
Current Holdings Value*
$230,000.00
% of Portfolio
0.12%
Total Estimate Gain
$-17,962.50
% of Total Estimate Gain
-7.62%

Beaton Management Co. Inc.'s DaVita Inc Holding Summary

As of 2025-03-31, Beaton Management Co. Inc. held 1,500.00 shares of DaVita Inc(DVA), totaling $230,000.00. This investment constitutes 0.12% of their stock portfolio, and Beaton Management Co. Inc. now holds 0% of the outstanding DaVita Inc(DVA) stock.

The initial trade took place in 2025Q1. And since then Beaton Management Co. Inc. has made 1 purchases of DVA, at an average price of $157.11, for a total of 1,500.00 shares. Based on historical transaction data and DVA's current price of $145.14, Beaton Management Co. Inc.'s estimated gain on his DVA holdings is $-17,962.50, reflecting a -7.62% gain to date.

Beaton Management Co. Inc. DVA ($145.14) Holding Chart

Beaton Management Co. Inc. DVA ($145.14) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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