AE Wealth Management’s Envista NVST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$321K Buy
2024
Q3
$207K Buy
2022
Q3
Sell
2022
Q2
$292K Buy
2022
Q1
$325K Buy
2021
Q4
$286K Sell
2021
Q3
$265K Buy
2021
Q2
$273K Sell
2021
Q1
$272K Sell
2020
Q4
$256K Buy