AE Wealth Management’s Envista NVST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,651
| Closed | -$321K | – | 2246 |
|
|
2024
Q4 | $321K | Buy |
16,651
+6,192
| +59% | +$119K | ﹤0.01% | 1072 |
|
|
2024
Q3 | $207K | Buy |
+10,459
| New | +$207K | ﹤0.01% | 1171 |
|
|
2022
Q3 | – | Sell |
-7,579
| Closed | -$292K | – | 1830 |
|
|
2022
Q2 | $292K | Buy |
7,579
+907
| +14% | +$34.9K | ﹤0.01% | 1438 |
|
|
2022
Q1 | $325K | Buy |
6,672
+324
| +5% | +$15.8K | ﹤0.01% | 1385 |
|
|
2021
Q4 | $286K | Sell |
6,348
-1
| -0% | -$45 | ﹤0.01% | 1470 |
|
|
2021
Q3 | $265K | Buy |
6,349
+31
| +0.5% | +$1.29K | ﹤0.01% | 1409 |
|
|
2021
Q2 | $273K | Sell |
6,318
-338
| -5% | -$14.6K | ﹤0.01% | 1380 |
|
|
2021
Q1 | $272K | Sell |
6,656
-933
| -12% | -$38.1K | ﹤0.01% | 1290 |
|
|
2020
Q4 | $256K | Buy |
+7,589
| New | +$256K | ﹤0.01% | 1188 |
|